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Mentenova Daily

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Mentenova Daily 28 January 2026

Mentenova Daily 28 January 2026

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28/01/2026
Mentenova Daily 27 January 2026

Mentenova Daily 27 January 2026

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27/01/2026
Mentenova Daily 26 January 2026

Mentenova Daily 26 January 2026

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26/01/2026
Mentenova Daily 23 January 2026

Mentenova Daily 23 January 2026

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23/01/2026
Mentenova Daily 22 January 2026

Mentenova Daily 22 January 2026

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22/01/2026
Mentenova Daily 21 January 2026

Mentenova Daily 21 January 2026

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21/01/2026
Mentenova Daily 20 January 2026

Mentenova Daily 20 January 2026

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20/01/2026
Mentenova Daily 19 January 2026

Mentenova Daily 19 January 2026

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19/01/2026
Mentenova Daily 16 January 2026

Mentenova Daily 16 January 2026

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16/01/2026
Mentenova Daily 15 January 2026

Mentenova Daily 15 January 2026

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15/01/2026
Mentenova Daily 14 January 2026

Mentenova Daily 14 January 2026

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14/01/2026
Mentenova Daily 13 January 2026

Mentenova Daily 13 January 2026

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13/01/2026
Mentenova Daily 12 January 2026

Mentenova Daily 12 January 2026

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12/01/2026
Mentenova Daily 9 January 2026

Mentenova Daily 9 January 2026

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09/01/2026
Mentenova Daily 8 January 2026

Mentenova Daily 8 January 2026

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08/01/2026
Mentenova Daily 7 January 2026

Mentenova Daily 7 January 2026

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07/01/2026
Mentenova Daily 6 January 2026

Mentenova Daily 6 January 2026

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06/01/2026
Mentenova Daily 31 December 2025

Mentenova Daily 31 December 2025

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06/01/2026
Mentenova Daily 19 December 2025

Mentenova Daily 19 December 2025

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19/12/2025
Mentenova Daily 18 December 2025

Mentenova Daily 18 December 2025

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18/12/2025

Tactical Asset Allocation

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Mentenova Houseview Tactical Asset Allocation | November 2025

Mentenova Houseview Tactical Asset Allocation | November 2025

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01/12/2025
Mentenova Houseview Tactical Asset Allocation | October 2025

Mentenova Houseview Tactical Asset Allocation | October 2025

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30/10/2025
Mentenova Houseview Tactical Asset Allocation | September 2025

Mentenova Houseview Tactical Asset Allocation | September 2025

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23/09/2025
Mentenova Houseview Tactical Asset Allocation | August 2025

Mentenova Houseview Tactical Asset Allocation | August 2025

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29/08/2025
Houseview Tactical Asset Allocation July 2025

Houseview Tactical Asset Allocation July 2025

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25/07/2025
Houseview Tactical Asset Allocation June 2025

Houseview Tactical Asset Allocation June 2025

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03/07/2025
Houseview Tactical Asset Allocation May 2025

Houseview Tactical Asset Allocation May 2025

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03/07/2025
Houseview Tactical Asset Allocation April 2025

Houseview Tactical Asset Allocation April 2025

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03/07/2025
Houseview Tactical Asset Allocation March 2025

Houseview Tactical Asset Allocation March 2025

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03/07/2025
Houseview Tactical Asset Allocation February 2025

Houseview Tactical Asset Allocation February 2025

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03/07/2025
Houseview Tactical Asset Allocation January 2025

Houseview Tactical Asset Allocation January 2025

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03/07/2025
Houseview Tactical Asset Allocation November 2024

Houseview Tactical Asset Allocation November 2024

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03/07/2025
Houseview Tactical Asset Allocation October 2024

Houseview Tactical Asset Allocation October 2024

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03/07/2025
Houseview Tactical Asset Allocation September 2024

Houseview Tactical Asset Allocation September 2024

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03/07/2025
Houseview Tactical Asset Allocation August 2024

Houseview Tactical Asset Allocation August 2024

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03/07/2025
Houseview Tactical Asset Allocation July 2024

Houseview Tactical Asset Allocation July 2024

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03/07/2025
Houseview Tactical Asset Allocation June 2024

Houseview Tactical Asset Allocation June 2024

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03/07/2025
Houseview Tactical Asset Allocation May 2024

Houseview Tactical Asset Allocation May 2024

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03/07/2025
Houseview Tactical Asset Allocation April 2024

Houseview Tactical Asset Allocation April 2024

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03/07/2025
Houseview Tactical Asset Allocation March 2024

Houseview Tactical Asset Allocation March 2024

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03/07/2025

Economic Overview

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2025 – Q4 Economic Overview Playback

2025 – Q4 Economic Overview Playback

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23/01/2026
2025 – Q4 Economic Overview

2025 – Q4 Economic Overview

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16/01/2026
2025 – Q3 Economic Overview Playback

2025 – Q3 Economic Overview Playback

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17/11/2025
2025 – Q3 Economic Overview

2025 – Q3 Economic Overview

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14/10/2025
2025 – Q2 Economic Overview

2025 – Q2 Economic Overview

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10/07/2025
2025 – Q1 Economic Overview

2025 – Q1 Economic Overview

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03/07/2025
2024 – Q4 Economic Overview

2024 – Q4 Economic Overview

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02/07/2025
2024 – Q3 Economic Overview

2024 – Q3 Economic Overview

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02/07/2025
2024 – Q2 Economic Overview

2024 – Q2 Economic Overview

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02/07/2025
2024 – Q1 Economic Overview

2024 – Q1 Economic Overview

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02/07/2025
2023 – Q4 Economic Overview

2023 – Q4 Economic Overview

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02/07/2025
2023 – Q3 Economic Overview

2023 – Q3 Economic Overview

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02/07/2025
2023 – Q2 Economic Overview

2023 – Q2 Economic Overview

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02/07/2025
2023 – Q1 Economic Overview

2023 – Q1 Economic Overview

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02/07/2025
2022 – Q4 Economic Overview

2022 – Q4 Economic Overview

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23/01/2023
2022 – Q3 Economic Overview

2022 – Q3 Economic Overview

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17/10/2022
2022 – Q2 Economic Overview

2022 – Q2 Economic Overview

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13/07/2022
2022 – Q1 Economic Overview

2022 – Q1 Economic Overview

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13/04/2022
2021 – Q4 Economic Overview

2021 – Q4 Economic Overview

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17/01/2022
2021 – Q3 Economic Overview

2021 – Q3 Economic Overview

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11/10/2021

Insight & Foresight

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South Africa vs Global Listed Property: Where is the greater upside?

South Africa vs Global Listed Property: Where is the greater upside?

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13/01/2026
Dedollarisation – US-China decoupling Part 3 sent

Dedollarisation – US-China decoupling Part 3 sent

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09/12/2025
AI Chips vs Rare Earths Minerals – US-China decoupling Part 2

AI Chips vs Rare Earths Minerals – US-China decoupling Part 2

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21/10/2025
Gold’s Price Dynamics Over The Short – and Long-Term

Gold’s Price Dynamics Over The Short – and Long-Term

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01/10/2025
For or Against Investment in South African Listed Property

For or Against Investment in South African Listed Property

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09/09/2025
Navigating All-Time Highs Without Fear

Navigating All-Time Highs Without Fear

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26/08/2025
US-China Decoupling Part 1: The Great Recalibration

US-China Decoupling Part 1: The Great Recalibration

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25/08/2025
The Concentration of the South African Equity Market

The Concentration of the South African Equity Market

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25/07/2025
What’s Next For Gold?

What’s Next For Gold?

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02/06/2025
Implications of Potential U.S. Sanctions on South Africa

Implications of Potential U.S. Sanctions on South Africa

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09/05/2025
Zooming In and Out of the Trade War

Zooming In and Out of the Trade War

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25/04/2025
Research Note on Deportation and DOGE

Research Note on Deportation and DOGE

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21/02/2025
Investor Note on Russia-Ukraine Conflict – February 2022

Investor Note on Russia-Ukraine Conflict – February 2022

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28/02/2022
2022 Budget Review February 2022

2022 Budget Review February 2022

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23/02/2022
Our managers’ views on Naspers and Prosus – August 2021

Our managers’ views on Naspers and Prosus – August 2021

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01/09/2021
The risk of early pension withdrawals in South Africa – August 2021

The risk of early pension withdrawals in South Africa – August 2021

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04/08/2021
A long-term view for retirement fund investors July 2021

A long-term view for retirement fund investors July 2021

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21/07/2021
Investing in Infrastructure April 2021

Investing in Infrastructure April 2021

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15/04/2021
2021 Budget Review February 2021

2021 Budget Review February 2021

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15/02/2021
Listed property outlook December 2020

Listed property outlook December 2020

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15/12/2020

Monthly Market Overview

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November 2025 – Monthly Market and Economic Overview – Duplicate

November 2025 – Monthly Market and Economic Overview – Duplicate

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02/12/2025
October 2025 – Monthly Market and Economic Overview

October 2025 – Monthly Market and Economic Overview

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03/11/2025
August 2025 – Monthly Market and Economic Overview

August 2025 – Monthly Market and Economic Overview

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02/09/2025
July 2025 – Monthly Market and Economic Overview

July 2025 – Monthly Market and Economic Overview

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04/08/2025
May 2025 – Monthly Market Overview

May 2025 – Monthly Market Overview

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08/06/2025
April 2025 – Monthly Market Overview

April 2025 – Monthly Market Overview

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08/05/2025
March 2025 – Monthly Market Overview

March 2025 – Monthly Market Overview

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04/04/2025

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