Lens on Markets8 min read
Goldman Sachs Jumps on Record Equities Revenue and Strong Dealmaking
In this edition of Lens on Markets, we look at how, Goldman Sachs exceeded second-quarter profit expectations.
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Research Team
15 Jul 2026
Insights that matter
Where experience meets fresh thinking, helping you understand the markets with confidence.
Market research and thought leadership
Read our opinions, meet our people, be inspired.
Cristal Challenge1 min read
Cristal Challenge 2026 Leaderboard as at 13 July 2026
The premier stock-picking competition designed to engage, educate, and excite both novice and experienced investors.
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David Shapiro
14 Jul 2026
Lens on Markets7 min read
Stellantis Q2 shipments rise 10%, signalling early progress in turnaround strategy | Otto1890
In this edition of Lens on Markets, we look at how, Stellantis reported a 10% year-on-year increase in preliminary second-quarter shipments to nearly 1.6 million vehicles
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Research Team
14 Jul 2026
Lens on Markets7 min read
Meta faces European Union probe over Facebook and Instagram addictive design features
In this edition of Lens on Markets, we look at how, Meta Platforms faces regulatory risk after the European Commission preliminarily found that Facebook and Instagram breached the Digital Services Act
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Research Team
13 Jul 2026
Lens on Markets8 min read
SK Hynix raises $26.5bn in Nasdaq listing to expand AI memory capacity
In this edition of Lens on Markets, we look at how, SK Hynix priced its Nasdaq-listed American Depositary Receipts at $149
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Research Team
10 Jul 2026
Lens on Markets7 min read
Apple signs $30bn Broadcom chip supply deal to strengthen U.S. supply chain through 2031
In this edition of Lens on Markets, we look at how, Apple Inc. has agreed a multi-year chip supply arrangement with Broadcom worth more than $30 billion, strengthening its U.S
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Research Team
9 Jul 2026
Most read
Discover the investment insights our audience is engaging with.
Cristal Challenge1 min read
Cristal Challenge 2026 Leaderboard as at 13 July 2026
The premier stock-picking competition designed to engage, educate, and excite both novice and experienced investors.
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David Shapiro
14 Jul 2026
Insights5 min read
The market rewards those who can wait | Otto1890
Why patience may be your edge.
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Andrew Padoa
30 Jun 2026
In the news2 min read
Sasfin Wealth is becoming Otto1890, ushering in a new era as a standalone investment specialist business
New name and identity marks a bold step forward
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Editorial team
6 Nov 2025
Recommended
Investment thinking we believe is worth your time.
Hand‑picked by the Otto1890 team, these pieces reflect the depth, relevance and quality of thinking we’re proud to share.
Cristal Challenge1 min read
Cristal Challenge 2026 Leaderboard as at 13 July 2026
The premier stock-picking competition designed to engage, educate, and excite both novice and experienced investors.
D
Read MoreDavid Shapiro
14 Jul 2026
Insights6 min read
Mud, momentum and meaning: What Weekend Warrior teaches us about showing up fully | Otto1890
“Being out there with my son, the Otto1890 team and our clients, all of us covered in mud and laughing about it, was something pretty special. You don’t get those moments behind a desk.” Flynn Robson, Head: Private Clients
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Read MoreLance Makata
10 Jul 2026
Economic update8 min read
Economic and Market commentary for the month of June 2026 | Otto1890
June markets balanced US-Iran peace hopes, lower oil prices and renewed risk appetite as the S&P 500 ended slightly lower
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Read MoreCraig Pheiffer
9 Jul 2026
Lens on Markets6 min read
Rivian raises US$1.5bn through share sale to fund R2 expansion
In this edition of Lens on Markets, we look at how, Rivian Automotive shares fell in extended trading after the electric-vehicle manufacturer announced plans to sell 75 million shares
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Read MoreResearch Team
7 Jul 2026
Insights4 min read
Markets Pause as AI and US Resilience Anchor the Outlook | Otto1890
David Shapiro reflects on oil volatility, a hawkish Fed, AI-driven growth and the resilience of US equities.
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Read MoreDavid Shapiro
2 Jul 2026
Economic update7 min read
Monthly economic and market review: May 2026
Monthly insights into global markets, earnings, and economic developments shaping investment conditions.
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Read MoreEditorial team
9 Jun 2026
Economic update4 min read
Market and Economic Update April 2026: Equity Markets Rebound on Technology
Monthly insights into global markets, earnings, and economic developments shaping investment conditions.
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Read MoreEditorial team
6 May 2026
Insights4 min read
Staying invested when markets feel uncomfortable | Otto1890
Investment success depends more on temperament than intelligence
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Read MoreEditorial team
21 Apr 2026
Insights4 min read
What Sasfin Asset Managers’ Raging Bull recognition says about how we invest
Disciplined investing, thoughtful risk and long-term outcomes
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Read MoreEditorial team
20 Mar 2026
In the news8 min read
Sasfin Wealth rebrands to Otto1890 after ‘strategic reset’
Delisted group pivots to investment management and equipment finance after exiting banking operations.
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Read MoreEditorial team
17 Mar 2026
In the news2 min read
Sasfin Wealth becomes Otto1890
Sasfin Wealth is changing its name.
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Read MoreEditorial team
17 Mar 2026