Why are so few affluent investors using offshore platforms?
Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.
#diversification
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.
Investors kept buying despite first-quarter market sell-off
South African investors committed R51 billion to collective investment schemes in the first quarter of 2026 despite heightened market volatility.
Sanlam: clients need advisers’ counsel in a more fragmented world
Global shocks may be getting harder to forecast, and the real task is constructing portfolios that can withstand a wider range of outcomes.
Investors pull R16.5bn from local equity funds despite 42% ALSI rally
Multi-asset and interest-bearing portfolios dominated inflows in 2025 as South African investors continued to favour diversification.
SA equities still trade at a discount as global markets grow more concentrated, says Discovery
Discovery Invest’s 2026 outlook highlights improved domestic fundamentals, attractive relative valuations, and scope for rate easing.
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.
Ninety One to list two actively managed ETFs on the JSE
One fund provides a Regulation 28-friendly way to access a South African multi-asset income strategy, while the other is a rand feeder into a US dollar multi-asset income fund.
A closer look at dividend-focused investing: part 2
The key to a successful dividend strategy is identifying firms that wisely reinvest in growth while maintaining manageable payout ratios.
A closer look at dividend-focused investing
High-yield equities can smooth volatility and generate reliable income, helping investors to balance growth and defence across bull and bear phases.
When passive meets disruption: unearthing alpha in a market-cap world
With passive assets now eclipsing active globally, Coronation’s Peter Kempen argues that momentum-driven capital flows create fertile ground for fundamental research – and for active managers who can spot value that index trackers miss.
Why DeepSeek’s AI innovation could disrupt the global tech landscape
DeepSeek’s new AI has sent shockwaves through stock markets. Schroders shares insights on how this shift may alter chip demand and influence technology giants.
How to navigate anxiety in the approaching US tariffs tug of war
Donald Trump’s tariff threats shook global markets in 2018 and 2019, leaving investors grappling with volatility and uncertainty. Here are the lessons for investors as an unpredictable economic climate looms.
2024’s lessons for business resilience: 5 strategies for thriving amid uncertainty
Businesses faced a whirlwind year of challenges and opportunities in 2024. Business Partners has five critical strategies owner-managers can adopt to build resilient, future-proof businesses in this unpredictable environment.
Structurally higher inflation is posing an increasing threat to investors, says OMIG
The latest Long-term Perspectives publication highlights why it is necessary to invest in assets that can deliver inflation-beating returns over the long run.
