Where experience meets fresh thinking, helping you understand the markets with confidence.
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
Craig Pheiffer
8 Sept 2026
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.
Craig Pheiffer
12 Aug 2026
June markets balanced US-Iran peace hopes, lower oil prices and renewed risk appetite as the S&P 500 ended slightly lower
Craig Pheiffer
9 Jul 2026
Monthly insights into global markets, earnings, and economic developments shaping investment conditions.
Editorial team
9 Jun 2026
Monthly insights into global markets, earnings, and economic developments shaping investment conditions.
Editorial team
6 May 2026
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.
Editorial team
26 Feb 2026
Discover the investment insights our audience is engaging with.
The premier stock-picking competition designed to engage, educate, and excite both novice and experienced investors.
David Shapiro
19 Oct 2026
In this edition of Lens on Markets, Goldman Sachs exceeded third-quarter earnings expectations, reporting net profit of $5.29 billion
Research Team
14 Oct 2026
Why patience may be your edge.
Andrew Padoa
30 Jun 2026
New name and identity marks a bold step forward
Editorial team
6 Nov 2025
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.
The premier stock-picking competition designed to engage, educate, and excite both novice and experienced investors.
David Shapiro
19 Oct 2026
Ahead of the SARB interest rate decision on 23 September, Craig Pheiffer looks at oil, inflation, the rand and what could shape the MPC vote
Craig Pheiffer
18 Sept 2026
Relive the 2026 ORT Padel Day as Otto1890 and ORT SA brought people together through sport and community.
Lance Makata
18 Sept 2026
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
Craig Pheiffer
8 Sept 2026