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What Is the Rand Telling Us About the Global Macro Regime?
The rand has strengthened through R16 to the US dollar for the first time since June 2022. After appreciating by around 14 percent in 2025, it is already more than 3 percent stronger again in 2026.
6 days ago2 min read
Emerging Market Equities Break to New Highs as AI and Trade Visibility Improve
The MSCI Emerging Markets Index has pushed to fresh highs, rising around 0.7% on the latest session and extending its advance to a fourth consecutive week.
Jan 262 min read
Simonis Storm South African Equity Portfolio: Delivering Conviction, Discipline and Outperformance
The Simonis Storm South African Equity Portfolio delivered a year-to-date return of 34.62% and a one-year return of 32.30% , underscoring how effectively our positioning captured the dominant earnings and macro drivers of the 2025 South African equity cycle. The consistency between the YTD and one-year outcomes highlights a key differentiator of our approach: alpha generated steadily across the entire period , not luck, short-term momentum or isolated events.
Nov 21, 20251 min read
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