[TOP STORY] The importance of the US consumer for global and SA investors

'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.

Chantal Marx FNB Wealth & Investment on ASP Isotopes as they announce Renergen has a first contract fo the supply of helium. Jason Swartz, Portfolio Manager, Old Mutual Investment Group on the Thucydides Trap and what Xi Jinping meant at teh recent US China summit. John Loos independent Economist on…

Economist Dr Roelof Botha reflects on Alan Greenspan’s legacy, Gill Marcus’s MPC tenure, and highlights of the Q1 2026 Afrimat Construction Index.

Alyssa Viljoen, MD at Merchant West Investments, unpacks Standard Bank’s five-month update and asks whether SA’s banks still offer value – and which names stand out. Bianca Botes from Citadel Global discusses why every board needs a clear FX policy and how companies should approach currency risk. Plus, economist Dr…

'Fees are the silent killer of wealth; they're also the most underestimated variable in the whole retirement planning process' – Andre Tuck, 10x Investments.