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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 opportunity and borrowers benefited from easing rates and stronger earnings.

Izak Odendaal from Old Mutual Wealth considers inflation and interest-rate prospects for 2026 – and why SA's long-awaited green shoots are finally starting to surface.

Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA's long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and where the real value is hiding.

Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.

Nerina Visser from ETFsa reflects on a standout year for ETFs – from Satrix's Resi10 soaring over 100% to the rise of actively managed fixed-income products, as SA marks 25 years of ETF innovation. Wandile Sihlobo from the Agricultural Business Chamber of SA on tackling foot-and-mouth, the push to vaccinate 12m cattle, progress on chicken vaccinations, and whether 2026 rains will give farmers a lift.

Momentum's Sanisha Packirisamy reflects on the Sarb's warning that an AI boom-and-bust could pose a real risk to SA's economy.

Kea Nonyana from PrimeXBT unpacks a blockbuster year for commodities – from booming precious metals to oil's supply-demand mismatch and copper's surge in the AI and power build-out. Momentum's Sanisha Packirisamy on the Sarb's warning that an AI boom-and-bust could pose a real risk to SA's economy.

André de Wet of Flood hails the unlocking of the latest technology in digital transformation and e-commerce.

Gary Booysen from Rand Swiss on Mr Price's European leap – and why the market can't stand it – plus the Fed's surprising return to QE. André de Wet, CEO of Flood, on the rise of the super-app as South Africa's e-commerce market accelerates.

Brendan de Jongh at PMX unpacks why forecasting keeps tripping investors up – and what they should be prioritising instead.

Sean Culverwell from Anchor highlights their top stock picks for 2026 – one standout on the JSE and another offshore. Brendan de Jongh at PMX unpacks why forecasting keeps tripping up investors, and what they should be prioritising instead. Victor Germeshuizen from Absa CIB breaks down Bidvest's record-setting Euro bond issue, which landed sharp pricing after being 5.5 times oversubscribed.

Herman van Papendorp from Momentum Investments maps out the smartest places to put your money in 2026.

Chantal Marx from FNB Wealth and Investments unpacks a resilient local banking sector – solid updates, steady performance and the question on everyone's mind: Is there still value to be found? Herman van Papendorp from Momentum Investments Group maps out the smartest places to put your money in 2026. Harry Scherzer, CEO of Future Forex, explains how to move funds offshore without paying excessive fees.

Ayesha Hatea from TransUnion notes that South Africans ‘want affordable, feature-packed cars, and that is becoming the new normal', with Gen Z and Millennials ‘much more eager to enter the market'.

Jimmy Moyaha questions if Spar has beaten – or merely met – its modest expectations; Pnet's Paul Byrne tracks a long-awaited rebound in tech jobs; and Ayesha Hatea from TransUnion breaks down the 11-year high in SA's automotive market.

‘People are looking more at what happens to their identity and purpose when they retire' – Craig Lawrence of BDO Wealth Advisors.

Nick Kunze from Sanlam Private Wealth on Netflix's $72 billion move for Warner Bros, Stor-Age's book build priced above NAV, and Moody's decision to hold SA's rating steady. Craig Lawrence from BDO Wealth Advisers weighs in on why so many South Africans remain underprepared for retirement. Phryne Williams, Capital Assignments CEO, highlights the three big challenges facing South African asset managers today.

Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder.

Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C's debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder. And Simon's take: if ever there was proof the stock market isn't the economy, 2025 delivered it.

But, stresses prominent SA economist Dr Roelof Botha, ‘We need to create jobs at any cost'.

Pooja Tanna from Perpetua Investment Managers on the expected rate decision from next week's FOMC decision, and Trump says he's decided on the next Fed Chair. JD Van Wyk from Stonehage Fleming Investment Management SA on the local “Terrific 10” and opportunity on the JSE for 2026? Dr Roelof Botha on the Afrimat Construction Index, Q3 GDP saw some improvement in fixed capital formation spend, are we seeing it here?

Frikkie van Loggerenberg, CEO of IFSA Asset Managers, discusses the importance of a holistic view across investments, tax and estate matters.

Bradley Sacks, CEO of Araxi, on strong results and solid cash generation. Frikkie van Loggerenberg, CEO of IFSA Asset Managers, discusses the importance of a holistic view across investments, tax and estate matters.

Miyelani Maluleke discusses stronger GDP projections and what the data reveals about US tariff pressures.

Jimmy Moyaha breaks down AlexForbes's results and the reassuring Hyprop update. Absa CIB's Miyelani Maluleke discusses stronger GDP projections and what the data reveals about US tariff pressures. Conway Williams from Prescient Investment Management on infrastructure's central role in growth and the R15 billion bond aiming to unlock momentum.

‘Having access to energy and electricity really does drive economic growth, and it's key to make sure you have a reliable supply' – Dr Ross Compton from Energy Alliance.

Nick Kunze from Sanlam Private Wealth on where SA Inc stocks offer real opportunity – and whether copper and silver still count as the ‘cheaper' commodities to watch. Bianca Botes from Citadel on the Rand's recent strength and what could drive the currency into the first quarter of 2026. Dr Ross Compton from the EnerGeo Alliance on South Africa's oil and gas potential – and what the country must get right to unlock it.

CEO Sean Walsh shares the group's 2026 plans for capital expenditure and storage capacity growth.

Schalk Louw from PSG Old Oak breaks down Tsogo Sun's tough numbers, the Cell C listing, and why Nampak's turnaround is finally gathering traction. KAL Group CEO Sean Walsh unpacks results that show a sharply improved second half, with debt now at its lowest level in fifteen years. Simon reflects on 25 years of ETFs on the JSE – how the market evolved, what worked, and what the next decade could look like.

GM Andy Ridge looks back on record sales and delivery performance during Shoprite's early Black Friday promotion.

Independent analyst Shaun Dendere on Tiger Brands's strong results as the turnaround gains pace. Andy Ridge from Shoprite Group on a record Black Friday weekend ahead of the official day on Friday. Albert Oosthuysen, CEO of Net Nine Nine, on how expensive mobile data and limited broadband access continue to constrain South Africa's growth potential.

Kurhula Baloyi, founder of Sum1 Investments, describes an innovative financing model – and even the idea of a future township stock exchange.

Chantal Marx on Pepkor on strong results as the lending book grew and the market loved the Zeda numbers Jeffrey Wapnick Octodec CEO on results as occupancies improv across the board Kurhula Baloyi founder Sum1 investments on their asset-financing model that enables stokvels to invest into township small businesses

‘At this point … we have to lean quite heavily on our momentum indicators, liquidity indicators': Peter van der Ross – STANLIB Asset Management.

Independent analyst Jimmy Moyaha unpacks Prosus's swing to positive cash flow. Invicta CEO Steven Joffe on a cleaner balance sheet and how mining activity is lifting capital-equipment demand. STANLIB's Peter van der Ross on markets taking flight even as global economies lose momentum.

Maarten Ackerman from Citadel notes that ‘it seems the world will probably muddle through' while ‘we are seeing some of the policy reforms starting to show results.

Nick Kunze from Sanlam Private Wealth unpacks CellC's IPO pricing, Spar's latest trading update and whether US markets are flashing signs of nerves. Maarten Ackerman from Citadel explains why the global economy is proving far more resilient than many expected. Robert Leibbrandt on how South Africans who've worked in the UK may be eligible for a UK pension.

Mark Phillips from PPS Investments plumbs the depths of investor behaviour, discipline, emotional Intelligence and scenario planning.

Schalk Louw from PSG Old Oak unpacks the latest numbers from Lewis, Mr Price and Reunert. Mark Phillips from PPS Investments looks at how disciplined processes help us manage emotional reactions in volatile markets. Simon weighs in on the Nvidia-led AI bubble – how stretched it's become, and whether investors should start worrying.

‘I do think that an Nvidia miss in a quarter could honestly send this AI trade tumbling and the entire stock market with it' – Kieran Witthuhn, Anchor Capital.

Kieran Witthuhn from Anchor unpacks Nvidia's hotly awaited results released after the US close on Wednesday. Investec's Tertia Jacobs breaks down October inflation, which hit a thirteen-month high at 3.6%, ahead of today's MPC call. And Jono Bowling from Standard Bank Group explains their new AI-driven structured product.