New Cogence portfolios blend public and private markets for retail investors
The Diversified Markets portfolios introduce a measured allocation to private equity, credit, infrastructure, and real assets alongside listed investments.
#globalmarkets
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.
Singles’ Day: what investors can learn from the world’s biggest retail event
Singles’ Day, which takes place on 11 November in China, has grown from a student celebration of self-care into the world’s largest retail event.
SARB and Treasury align on 3% inflation objective as repo rate holds
Governor Kganyago signals target reform ‘as soon as is practical’ while policymakers pause cuts.
SARB ramps up 3% inflation goal – Godongwana insists on due process
The Reserve Bank’s repo rate cut by 25bps to 7% signals the start of a more accommodative cycle as inflation remains firmly under control.
Global investors shifting back to equities, survey finds
Investors are shifting away from US-heavy passive strategies towards active, globally diversified portfolios, according to Schroders’ Global Investor Insights Survey.
Trump’s on-off tariffs drive market volatility
Economic experts warn that the uncertainty surrounding Trump’s escalating tariffs is driving significant market fluctuations.
US bonds: when a dead asset comes alive
With the risk premium of bonds relative to equities at a 20-year low, US bonds – particularly medium-term ones – are regaining their relevance in diversified investment portfolios.
Why I am overweight in US assets
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
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.
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.
The China bazooka stimulus: risk assets melt up?
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
