Insights Hub hero image

Insights that matter

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

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

Markets and economy9 min read
Economic and Market commentary: August 2026 | Otto1890

While markets stared down those loaded gun barrels, investors chose to focus rather on strong corporate earnings growth, the boom in artificial intelligence and some moderation in inflation

C

Craig Pheiffer

8 Sept 2026

Market Comment – 30 June 2026
Economic update7 min read
Economic and Market commentary: July 2026 | Otto1890

The June memorandum of understanding that brought peace to the US-Iran conflict was very short-lived and July was marked by continuous strikes and counterstrikes between the warring parties.

C

Craig Pheiffer

12 Aug 2026

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

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.

In the news1 min read
The Instagram Illusion | Otto1890

Clients can be doing perfectly well. Their portfolios are growing, returns are steady, and the long-term plan is intact. Yet, like scrolling through Instagram, they begin to feel left behind.

D

David Shapiro

2 Sept 2026

Read More
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.