Domestic outlook improves, but global threats loom large

Olga Constantatos from Futuregrowth Asset Management on Transnet’s long slide from excellence to crisis – and whether rising rail and port volumes, plus a stronger capital structure, signal a genuine turnaround.

Prof Adrian Saville from the Gordon Institute of Business Science on the “age of fracture” – how global economic and political power keeps tilting from West to East, new alliances take shape, and why this shift extends far beyond President Trump.

Stafford Masie from Africa Bitcoin Corporation on the case for a bitcoin treasury company — how their model differs from Strategy Inc, and why being a first mover matters.

Harris Gorre of Grovepoint Investment Management reflects on US mid-market direct lending and private credit sector performance in 2025.

Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked…