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.
#centralbanks
Why uncertainty may be today’s biggest investment opportunity
From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.
Energy shock shifts rate outlook and raises stagflation risk
A Middle East-driven energy surge is reshaping inflation, interest rate expectations, and portfolio positioning, with direct implications for South Africa.
A ‘new’ world order that looks a lot like the old one
For investors, geopolitics is no longer background noise. It is a core driver of supply chains, inflation, and sovereign risk premia, says Momentum’s Sanisha Packirisamy.
Bullish on gold
The price of gold has risen amid geopolitical tensions and buying by central banks, decoupling from traditional indicators such as TIPS and ETFs.
AI, digital currencies, and ESG are shaping currency trading strategies
Citadel unpacks currency fluctuation dynamics and how the rand is impacted by global and local events and indicators.
