How advisers can prevent ‘fight or flight’ from destroying returns
Morningstar’s Investment Outlook for 2026 highlights trends in the US and domestic equity markets that it believes advisers and investors should watch.
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Investing offshore: dependent on great expectations?
Amid heightened geopolitical risk, investors chasing offshore returns should temper expectations for US stocks and prioritise true diversification, says Orbis’s Rob Perrone.
Beware the payback trap of the 60/40 portfolio
In investing, one key factor is often overlooked: the payback period. Understanding duration can reshape your portfolio strategy and help you manage risk more effectively.
Tobacco companies: outperforming but now only fairly priced
In a market facing economic challenges, Altria and BAT have outperformed major indexes. Ryk de Klerk explores the pricing of tobacco shares, risk premiums, and the factors driving their resilience.
