Insights Hub hero image

Insights that matter

Where experience meets fresh thinking, helping you understand the markets with confidence.

All Markets and economyInsightsMy moneyIn the newsOur peopleCSR and sustainability

Clear thinking on the markets, our funds and the economy, so you can focus on what matters

Company analysisEconomic updateFund reportsLens on Markets
Economic update4 min read
Budget 2026: A budget that’s pure gold

A disciplined, growth-focused Budget 2026 signals renewed fiscal credibility for South Africa, with meaningful relief for households and a clear commitment to long-term stability.

E

Editorial team

26 Feb 2026

Economic update5 min read
SONA 2026: Team South Africa batting for another six!

As the president says, we are turning towards hope and towards the reality of a better future for us all. We have made progress in many areas and that’s what gives us the hope and encouragement to stick at it.

E

Editorial team

13 Feb 2026

Economic update9 min read
Market and Economic Commentary: January 2026

The party plates from the New Year’s Eve party were hardly washed and packed away when the level of geopolitical craziness in the world was ratcheted up a notch.

E

Editorial team

10 Feb 2026

Most read

Discover the investment insights our audience is engaging with.

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.

Urban signpost in cityscape setting
Category5 min read
Rates at a crossroads | Otto1890

With inflation pressures still elevated but parts of the outlook improving, the MPC’s next decision could reasonably go either way

C

Craig Pheiffer

21 Jul 2026

Read More
Insights4 min read
Your future starts with what you save today

Time matters because money needs time to grow. The earlier you begin, the longer your savings have the opportunity to benefit from compound growth, where returns can begin earning returns of their own.

V

Veenesh Dhayalam

20 Jul 2026

Read More

Join the conversation beyond the hub.

See how our thinking is shaping discussion on our social channels.