ETFs becoming all about investment themes

Jason Swartz of OMIG reflects on the positive 2025 developments and considers looming political challenges ‘more as noise than a significant risk’.

Nick Kunze from Sanlam Private Wealth unpacks the tariff turmoil after the Supreme Court rules them illegal, as US GDP prints softer and PCE inflation runs hot. Jason Swartz from Old Mutual Investment Group weighs up where the next surprises could land – and whether year-end elections pose any real…

Agbiz chief economist Wandile Sihlobo looks at the China-Africa Framework agreement and how our meat, grain and wine industries stand to benefit if we are able to secure better tariff levels there.

Kieran Witthuhn from Anchor Capital breaks down Gold Fields’s results – a strong dividend and solid performance – and where he’d be putting new money now. Wandile Sihlobo, chief economist at the Agricultural Business Chamber of South Africa, on a potential tariff deal with China, the latest on foot and…

CEO Cobus Loots unpacks the company’s stellar H1 financial results and future growth plans.