Avoiding permanent loss: why downside risk is back in focus
Stonehage Fleming argues that in an uncertain environment, limiting losses and managing concentration risk may matter more than capturing every phase of market upside.
#concentrationrisk
SARB adds crypto and stablecoins to new financial-stability risk category
Top domestic Bitcoin wallets moved nearly R63bn offshore since 2019, spurring the SARB and Treasury to develop a cross-border crypto transaction framework.
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.
