Trade Ideas
Local Trade Idea - OUTsurance Group (OUT) - BUY
OUTsurance Group is an investment holding company that holds a diversified portfolio of strategic investments in some of South Africa's premier insurance and finance brands, including a 90% stake in OUTsurance Holdings - one of South Africa's leading short-term and life insurance providers, offering innovative personal, business, and health insurance products through a direct-to-consumer model.
03 November 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 42
02 November 2026
Hot Topics
Gaming's next big heist
In 2025 the global gaming industry generated close to $190 billion in revenue. That's more than the revenue from the global film (~$33 billion) and music (~$31.7 billion) industries combined. The growth in the industry is not merely coming from adding more players, but from increased value as players spend more money.
27 October 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 41
26 October 2026
Economics Weekly
Structural reform and infrastructure execution become critical variables
The 2026 Medium-Term Budget Policy Statement (MTBPS) has strengthened the fiscal foundation for the next phase of the growth strategy. The deficit is narrowing, the primary surplus is strengthening, and debt has stabilised and is now projected to decline as a share of GDP. Importantly, the improved revenue position is being used to protect priority spending and support infrastructure rather than creating additional permanent expenditure. The next challenge is to convert this improved fiscal position into stronger potential growth.
23 October 2026
Economic Insights
2026 MTBPS Review: Fiscal consolidation meets the growth challenge
21 October 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 40
This week we cover earnings from ASML and TSMC as well as the market reactions to the print. We also cover the latest AI and Chip sell off and what this means for investors. Lastly what to look out for next week as well as Chantal's stock pick.
19 October 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 39
This week we discuss Samsungs latest results, what this means for both AI and memory demand. We also discuss US bonds, as well as the new record highs made by the Nasdaq and S&P 500. Lastly Sanlam on the local front, the week ahead and Chantal's stock pick.
12 October 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 42
02 November 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 42
02 November 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 41
26 October 2026
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
