Capital Market

Financial planner Harel Kolden analyzes the capital market frenzy drawing young investors to stocks, warning against high volatility and speculative risks.

Harel Insurance is establishing a new securities trading operation and has applied for Tel Aviv Stock Exchange membership, challenging traditional bank dominance amid a surge in retail investing.

Despite a decline in bank investment advisor positions, Israeli capital in advised portfolios reached a peak of 485.6 billion shekels, signaling a shift to independent and external management.

Adv. Sarah Kandler will succeed Adv. Oded Shapiro as CEO of the Israel Securities Authority, ensuring internal continuity following Shapiro's 25-year tenure.

Attorney Sarah Kandler has been appointed CEO of the Israel Securities Authority, succeeding Oded Shapirer. She brings extensive internal experience in capital market reforms.

Yair Magid, a 32-year-old business owner from Givat Shmuel, shares his journey into the capital market, managing a portfolio split between US indices and tech stocks.

The Tel Aviv Stock Exchange approved a strategic plan for 2027–2031 targeting 15%-18% annual revenue growth through AI, tokenization, and global expansion.

Israeli long-term savings hit a record 3.3 trillion NIS in 2025, driven by 219 billion NIS in new deposits and strong market returns. Insurance agent commissions surged 10% to 13.2 billion NIS, while management fees saw minor declines.

Insurance company Menora Mivtachim is acquiring 40% of the shares of the hedge fund Agility for 200 million shekels. The deal values the fund at 500 million shekels, surprising the capital market.

23-year-old Ofek Geva has worked from a young age in his family's confectionery in Ashkelon, and invested everything he saved at age 18 in the stock market. It ended in a painful loss. After studying the field during his military service, he returned to invest with clear rules: long holding period and high risk.

The Ministry of Finance plans to allow Israelis to manage an investment portfolio of up to 200,000 shekels per year without paying tax on every transition between assets. The main beneficiaries will be long-term savers, but holders of large provident funds may be harmed by the deposit limit. What should you know before the reform takes effect in 2027?

Thanks to automatic deposits, market rallies and strong operating leverage, the five largest investment houses recorded a 52% jump in aggregate net profit to 651 million shekels. Meitav and IBI lead thanks to independent trading activities and services for the high-tech sector, while Altshuler Shaham remains far behind.

Following a cold reception from institutional investors, the American real estate company Eagle Properties has cancelled its 500 million shekel bond issuance. The move leaves the offering's advisors and underwriters, including former Israeli Ambassador to the US Danny Ayalon, without their projected 10 million shekel fees.

Information security experts reveal a sophisticated campaign that uses the name of Bank Hapoalim to lure users into investing in cheap stocks, a method that has left many Israelis with heavy losses.

Over the weekend, reports of irregularities emerged in two new companies on the Tel Aviv Stock Exchange: Best and Tomer Mazon. While in one case the funds taken by owners were returned, in the other, the CFO's resignation serves as a significant warning sign.

The investment house of the Harel Group is expanding into the alternative sector and is acquiring 50.1% of the shares of a hedge fund management company that manages hundreds of millions of shekels. Who are the former managers behind the deal?

Omer Idel joined the army with a negative bank balance due to family turmoil. This pushed him to start businesses, and he invested the profits from them (a million shekels by age 24) into the capital market. He always looks at the long term, prefers indices, and believes in "letting money work for you."

Greg Gelfenboym earned a bachelor's degree in economics and accounting at 13 and discovered the effect of compound interest there for the first time: "I saw how with a simple calculation it is possible to accumulate significant capital in a reasonable time." After his army service, he opened a portfolio: "I started with the TA Real Estate index and today I am in the S&P 500."

Jerry Kotishtano, one of the senior figures in the Israeli capital market, has passed away at the age of 55. During his career, he held a series of senior positions, including CEO of Epsilon Mutual Funds and Chief Investment Officer of IBI Provident Funds.

Savers in the 'Savings for Every Child' program are shifting funds from banks to provident funds. By the end of 2025, the share of bank-managed accounts dropped to 16%.

The former CFO of the Tel Aviv Stock Exchange, who brings over 20 years of experience in senior financial management, has been appointed to a key position in Israel's largest independent finance and pension group.

Starting as a gym chain, the company is transforming into a diversified health and sports group, operating dozens of clubs in various styles. Operational leverage may allow it to realize its ambitious goals for 2030, provided the security situation remains stable. The CEO has already voted with her own money. Company analysis.

Despite mixed market trends and warnings from economists, foreign investors continue to increase their exposure to the local market, while institutional entities have taken the opposite approach.

Inflation, large deficits, and growing financing needs are pushing governments to raise debt at higher interest rates. In this situation, even government bonds can fall sharply - and sometimes bonds of strong companies offer a better alternative.

When Noam Ashdod received her first pay slip in high school, she discovered her passion for the world of finance. Today, she is a 26-year-old financial planner with a structured investment agenda that includes a lot of patience and zero Bitcoin. And also: 2 Israeli stocks she believes in.

Criminal incidents at Japanica branches have coincided with a peak in investment interest in the Israeli restaurant sector. Experts are debating whether market fears are justified and if the growth potential remains for other chains preparing for IPOs.

Ben Lavi, 28, defines himself as a "serial entrepreneur" and has only been investing for a year and a half. He prefers a simple strategy of indices and crypto, focusing his energy on his businesses rather than active trading.

Many investors expect corporate bonds to yield a significant excess return over government bonds. However, is the current risk premium justified given the global rise in yields to maturity and persistent economic threats?

The hedge fund in trust sector, managing approximately 6 billion shekels, faces regulatory uncertainty as its temporary authorization expires. The Knesset is set to vote on a permanent legal framework today, while the proposed metropolitan transport authorities reform remains stalled.

Eyal Shina, formerly Chief Investment Officer at Kasem, has been appointed VP of Investments at Pasternak-Shoham. This move is part of the firm's strategic effort to build infrastructure for continued growth.