The rand’s long-term outlook may be changing
Improving domestic fundamentals, a potentially weaker US dollar, and lower inflation could mean the rand depreciates more slowly than investors have come to expect.
Investing
Why I’m bracing for a surge in stock market volatility
Rising bond yields and widening credit spreads suggest mounting risk, but equity valuations have yet to reflect it, raising the prospect of sharper market drawdowns.
A better year ahead? The economic outlook starts to look promising
From the rand and commodities to electricity and logistics, several pieces of the South African investment story are moving in the right direction.
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.
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.
ESG risks move from sustainability agenda to investment-risk lens
Alexforbes’ Stewardship Report argues that governance, water security, and other ESG factors are increasingly being evaluated for their effect on company value and long-term returns.
Gary Kirsten: Why the best decisions are rarely made in the heat of the moment
From managing uncertainty to resisting emotional decisions, lessons from elite sport offer practical insights for investors and their advisers.
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
CAM opens Citadel’s investment engine to independent advisers
IFAs can delegate functions including asset allocation, manager research, and portfolio construction while retaining responsibility for advice and client relationships.
The investment cycle: Mid-cycle pause with high forecast risk
US equities may reflect current economic conditions, but weaker-than-expected earnings growth and worsening geopolitical tensions could quickly upset the balance.
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.
Gold’s perfect storm: why I turned bullish
Despite headwinds from weaker Asian demand, rising yields, and risk-on sentiment, shifting market dynamics suggest gold is regaining value.
State Street and Ninety One partner in active ETF push
The tie-up will begin with global equity and emerging market ETFs and is designed to widen access to active strategies across international markets.
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.
‘At least one’ rate hike likely if inflation worsens
Fuel-price shocks, sticky services inflation, and global pressures are making it harder for the SARB to keep inflation anchored near its new goal, says Sanlam.
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.
The massive stock market rally: do not throw caution to the wind
Sentiment has turned very bullish, leaving equities exposed if earnings or geopolitics disappoint, says Ryk de Klerk.
