AI trade is evolving, not ending, says Ninety One
The biggest technology momentum unwind in 27 years is coinciding with a shift on where value will be created across the AI ecosystem.
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How deglobalisation is changing the rules for investors
Fairtree Capital’s Chantelle Baptiste argues that investors who focus only on today’s headlines risk missing the bigger forces shaping tomorrow’s opportunities.
Rising oil prices complicate South Africa’s inflation outlook
After attacks disrupted traffic through the Strait of Hormuz, crude prices spiked sharply – raising the prospect of higher fuel costs and renewed inflation pressure locally.
From memes to markets: what Venezuela’s upheaval really means for investors
Behind the viral humour lies a deeper story about geopolitics, energy risk and why disciplined, diversified investing could define returns as markets head into a potentially “Goldilocks” 2026.
