Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
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When gold miners become tech giants: a timely lesson in a concentrated market
How to manage money responsibly when 84% of JSE equity performance is concentrated in only a few stocks and investors are tempted by huge rallies and FOMO.
Global investors shifting back to equities, survey finds
Investors are shifting away from US-heavy passive strategies towards active, globally diversified portfolios, according to Schroders’ Global Investor Insights Survey.
In the age of AI, asset managers face a new kind of intelligence test
As artificial intelligence accelerates a quiet revolution in active asset management, Coronation’s Peter Kempen argues the future lies in blending AI’s speed and scale with human intuition and judgment.
US market dominance: exceptional growth or hidden risk?
PSG Asset Management warns that market complacency, overconcentration in US equities, challenging starting valuations, and potential policy risks could make the next decade challenging for investors.
AMETFs: the new ‘powerhouse’ for diversified portfolios and tax-free savings
Financial advisers can diversify model portfolios with AMETFs, combining actively managed funds, equities, and passive products, while potentially qualifying for tax-free savings accounts without performance fees.
Sanlam partners with Ninety One in R400 billion asset deal
Ninety One will acquire Sanlam Investment Management and oversee investment management for Sanlam Investments UK.
PortfolioMetrix lists actively managed bond ETF
The fund offers professional and retail investors access to more attractive parts of the market that do not fall within the fixed-income indices.
