Unpacking the Budget Speech 2024


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Budget 2024 continues to highlight the daunting task of stabilising the government’s debt ratio against the backdrop of slow revenue growth and increasing expenditure demands. Join us in unpacking…

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Monthly Market Highlights – January 2024


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The South African Reserve Bank kept interest rates unchanged for the fourth consecutive meeting of its Monetary Policy Committee, mirroring similar decisions made by the US Federal Reserve, European…

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January 2024 Economic Review


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At the start of 2024, the recovery in the global economy continued to be evident, although it was generally uneven across different regions. The International Monetary Fund (IMF) has projected a soft…

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Decoding the Political Puzzle with Frans Cronje


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Frans Cronje sheds light on the provincial political stats, public opinion on coalition options and stability post the 2024 election, long-term protest trend lines, the historical links between…

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Graviton Capital Clarity 2024 Asset Manager Survey


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We surveyed 20 South African asset managers during January 2024, who represent multiple asset classes, philosophies, and styles. Were the results aligned with current trends?

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