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Pooja Tanna
Insights

Volatility as the new regime: navigating rates, forex and geopolitical risk

The current geopolitical backdrop, particularly the escalation of war in the Middle East, has reinforced a shift that has been building beneath the surface of markets for some time. Volatility is no longer cyclical, it is structural.

At the centre of this shift more recently lies the oil market. The Strait of Hormuz has become the focal point of disruption due to the fact that roughly 20 million barrels per day, close to a fifth of global supply, typically flows through this channel. Even partial impairment to these flows introduces a meaningful supply shock and with it, a repricing of inflation expectations globally.

25th March 2026
Insights

Budget 2026: Credibility reinforced, supply reduced

The 2026 Budget delivered by South Africa’s Finance Minister, Enoch Godongwana, was what markets were hoping for – credibility, discipline, and a clear anchor for South African bond risk premia.

26th February 2026
Insights

Federal Open Market Committee poised for near-term easing

Market expectations have consolidated around an imminent rate cut at the upcoming Federal Open Market Committee (FOMC) meeting on the 10th of December. The policy debate has shifted from the likelihood of easing, to the implications for the broader policy stance, inflation management, and the United States Federal Reserve’s (the Fed) leadership configuration heading into 2026.

8th December 2025
Commentaries

Fixed Income Quarterly Commentary Q3 2024

With this backdrop in mind, I am pleased to share Perpetua’s latest Fixed Income Quarterly Commentary with you. In this quarter’s edition we reflect on key market developments in recent months and provide an updated assessment of our macroeconomic and geopolitical outlook. We see these factors as well as other fundamental drivers continuing to weigh on domestic and global fixed income markets over coming months. Ultimately this connects closely to our fixed income positioning.

3rd October 2024
Commentaries

Fixed Income Quarterly Commentary Q2 2024

Politics continue to dominate 2024 as elections kick off across the globe. In India, Modi’s party was forced into coalition politics, while Mexico saw its first female president elected, signifying a continuation of current populist policies. France and UK are on track for turbulent elections as centrists lose control in the former and the latter sees a shift from Conservative to Labour control.

9th July 2024
Commentaries

Fixed Income Quarterly Commentary Q1 2024

As we closed the last month of what can only be described as a tumultuous quarter and brace ourselves for the rest of the year ahead, the key themes running through my mind are not the endless recession dilemma, or sticky levels of inflation, or the increasingly opaque interest rate cycle. Instead, my concerns for the quarter ahead are more personal: whether peace will finally come to the Middle East, how peaceful our national election in South Africa will be and whether the cost-of-living crises around the world will ameliorate in any meaningful way sooner rather than later.

22nd April 2024
Perspectives

Launch of Perpetua SCI Flexible Fixed Interest Fund 

Perpetua Investment Managers has expanded its investment product offering to include standalone fixed income funds effective March 2024, with the launch of the Perpetua SCI Flexible Fixed Interest Fund.

27th March 2024

Darmhik Naicker

Darmhik joined Perpetua as a Risk & Quantitative Analyst Intern in 2026.

He holds a BCom Honours degree in Statistics and Data Science from the University of Cape Town, with a strong foundation in finance, quantitative analysis, and risk management.

Tasha Xinindlu

Tasha joined Perpetua as a Marketing Intern in 2026. 

She has a Business Administration Degree major in Marketing and Entrepreneurship from Tsiba Business School. 

 

Najmeerah Simons 

Najmeerah Simons is the Finance, Risk and Compliance Manager at Perpetua, where she oversees financial management, regulatory compliance, and risk governance across the business.

 

She brings experience from the Auditor General of South Africa, where she has served in various roles over a six-year period. She has also spent two years prior to her time in audit and assurance at an asset management firm where she worked in local, property and global finance divisions. Najmeerah holds a Bachelor of Business Science specialising in Finance and Accounting from the University of Cape Town and is qualified Chartered Accountant (South Africa).

Tasneem Abrahams

Tasneem joined Perpetua as a Finance and Business Trainee in 2025. 

She has a Business Administration Degree major in Finance and Investments from Tsiba Business School. 

Samantha Edwards

Samantha joined Perpetua as a Client Service Intern in 2025. 

She has a Business Administration Degree major in Finance and Investments from Tsiba Business School. 

Sisipho Jokazi

Sisipho joined Perpetua as a Business Analyst in November 2025. Before joining Perpetua, she spent 6 years at M&G Investments Southern Africa in the Institutional Clients team as an Institutional Client Associate providing client service support on a range of clients. At Perpetua, she is responsible for providing support in the servicing of clients; business development support (assisting in growing client base); components of client account management such as handling investment-related queries, performance analysis, and risk reporting. 

 

She holds a BBA degree and PGDip from TSiBA Business School and Regent Business School respectively. 

Jason Clark

Jason joined Perpetua as an Investment Performance & Risk Analyst. He is responsible for evaluating, measuring, and reporting on the performance and risk of the investment portfolios.

 

He brings experience from Luxcara, a German clean-energy asset manager, and Allan Gray, where he served in various roles over a five-year period. Jason holds Bachelor’s and Honours degrees in Economics from Stellenbosch University and is currently pursuing an MSc at the University of Bath. He also holds the CIPM® designation through the CFA Institute, specialising in investment performance measurement.