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Corion Capital Decoding The Now

15/10/2026

Higher interest rates hurt borrowers. But there’s another side to the story.

Garreth Montano from Corion Capital explains that income assets are paying better yields now. For years, global bonds offered next to nothing. Today, assets like US Treasuries and UK gilts are earning real returns again, adding stability to diversified portfolios.

For South African investors, higher rates aren’t only bad news. They can also mean better income from the defensive side of a portfolio.


👉 To watch the full interview: head to State of the nation and follow their links 🔗

14/10/2026

No single decision, strategy, country or asset class should decide your returns.

That’s why diversification works for times like this, says Garreth Montano from Corion Capital. In uncertain markets, the goal is a more stable portfolio, starting with knowing exactly where the risks are and what’s driving returns.

Uncertainty isn’t going away. A diversified approach is how you plan for it.


👉 To watch the full interview: head to State of the nation and follow their links 🔗

13/10/2026

Oil is priced in dollars. That’s why the rand matters at the pump.

Garreth Montano from Corion Capital explains the chain: when interest rates rise in the developed world, investors can earn similar returns in safer markets. Capital can flow out of South Africa, the rand weakens, and everything we import, including oil, gets more expensive.

For South Africans, the exchange rate is part of the petrol price, and global interest rates are part of the exchange rate.


👉 To watch the full interview: head to State of the nation and follow their links 🔗

12/10/2026

Last month was a tough one for markets. So is it time to rethink your strategy?

Garreth Montano from Corion Capital’s short answer: stay invested. After a strong run across asset classes, one difficult month isn’t a reason to reshuffle a portfolio. What deserves attention is whether interest rates stay high for longer, and what that means for growth and asset values in South Africa.

Patience is often part of the plan.


👉 To watch the full interview: head to State of the nation and follow their links 🔗

09/10/2026

Local government elections aren’t just about politics. They’re about economics.

Garreth Montano from Corion Capital explains why service delivery is a fundamental driver of everything: when roads, water and electricity work, people and businesses spend less on fending for themselves and more on growth. That builds confidence to invest.

With the local government elections on 4 November, it’s worth thinking about what well-run cities mean for jobs and investment.



👉 To watch the full interview: head to State of the nation and follow their links 🔗

02/10/2026

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🌸 DECODING THE MONTH | SEPTEMBER 2026 🌸

Spring may have arrived, but markets weren’t exactly in full bloom. 🌧️📉

September saw several parts of the market wilting under pressure, as rising bond yields, shifting rate expectations and renewed uncertainty took some colour out of the recent rally.

But even in a difficult garden, there were still a few areas that managed to blossom. 🌱

In this month’s Decoding the Month, we dig through the weeds and unpack:

🌹 What blossomed
🥀 What wilted
🌻 Where investors found some sunshine

Watch our September market update — because when conditions change, diversification helps keep the portfolio growing.

23/09/2026

Here’s something that doesn’t quite add up 👀 Five years ago, investors were buying US Treasuries at just 1% yield — even while inflation ran at 2-3%, meaning the real return was negative. Today, Treasuries yield 5%, inflation sits around 3.5% and is trending toward 2%, yet sentiment around US government debt has turned more cautious. It’s an interesting contrast — strong demand when the numbers made little sense, more hesitation now that they arguably make more sense. Worth understanding before forming a view either way 📊
👉 To watch the full interview: head to State of the nation and follow their links 🔗

15/09/2026

Here’s a shift in global markets that most people haven’t noticed 👀 US treasuries are now competing with bonds issued by the world’s biggest tech companies, the hyperscalers.
👉 To watch the full interview: head to State of the nation and follow their links 🔗

09/09/2026

Nobody expected this one 👀 Shoprite Checkers holds a huge annual Boerewors competition, the kind where you’d expect a professional butcher or chef to take the title. Instead, someone from the world of finance walked in and stole their thunder completely. Winning South Africa’s Boerewors Champion of the Year is no small feat, and it definitely wasn’t on the bingo card for anyone in this industry 😄🇿🇦 Shoprite South Africa Checkers | South Africa
👉 To watch the full interview: head to State of the nation and follow their links 🔗

07/09/2026

Here’s a number worth paying attention to 👀 South African 10-year bonds are yielding around 8.5% against an inflation target of 3%. That’s 5.5% in real returns. Most aggressive funds in the South African market are benchmarked against 5% real. So even after the recent sell-off driven by near-term inflation fears, local bonds are still offering exceptional value relative to that benchmark. The short-term noise is real, but the long-term case remains compelling 📊
👉 To watch the full interview: head to State of the nation and follow their links 🔗

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