HeyJaredNinety One
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 14, 2026
- Outlet visibility, for Daily Maverick
- Top 50K sites
- Earliest in this view
- Jul 29, 2026
Latest articles
Consumer in the crossfire (opens the original)
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South Africa's consumer has played an outsized role in supporting economic growth over the past two years, but that support is beginning to fade. The next phase of growth will increasingly depend on investment, particularly as infrastructure spending gathers momentum. South African households entered 2026 with real momentum. The introduction of the two-pot retirement system gave consumers early access to retirement savings, inflation was on a downward trajectory, and interest rates were beginnin
The markets already picked its AI winners. Thatâs the risk, not the opportunity (opens the original)
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There are three questions we think investors need to be asking as we move into the back half of 2026. The AI question. The valuation question. And the one everyone's gone slightly numb to: what a higher for longer oil price does to rates, inflation and growth, with Iran still running what the US won't call a war. Start with AI, because the markets have already made their mind up. They've stacked their bets and taken very strong views on where the winners and losers sit. What we don't think inves
Navigating style drift: how to assess your investment strategy's integrity (opens the original)
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In a recent annual letter to shareholders, an experienced investment manager discussed what some consider to be a material change to the execution of his firmâs investment philosophy. Whereas previously his intention was to hold the underlying stocks for the long term, he is now more activelytrading the fundâs holdings. This development has generated much commentary, especially as investors expect investment managers to stay true to their investment philosophy and process, being a key reason
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Top 50K sites
For Daily Maverick, the outlet · Measured Aug 1, 2026
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