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.
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Experience meets purpose for MBSE’s Wealth Management top achievers
Financial services professionals explain how the Higher Certificate in Wealth Management sharpened their skills, broadened their perspective, and prepared them for the next stage of their careers.
Adviser usage falls, according to latest Old Mutual Monitor
Fewer respondents are using advisers as AI tools gain traction, and many remain unsure where to turn for financial guidance.
Amplify adds R4.1bn in former Glacier feeder funds to offshore range
The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.
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.
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.
Sanlam pivots towards partnerships as active management model shifts
The group says the industry is moving towards customised solutions, prompting it to hand active management to Ninety One and focus on alternatives, distribution, and emerging markets.
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.
How your investments fared in a volatile first quarter
A sharp market sell-off triggered by the Middle East conflict dented first-quarter returns, but local shares, bonds and property still posted strong 12-month gains.
The risk-off cycle is peaking
Markets have been under sustained pressure from conflict, tighter financial conditions, and liquidity strains. Ryk de Klerk argues this risk-off phase may be reaching its limits, even as volatility remains high.
SaaS apocalypse: Why I shy away from US business development companies
Large SaaS exposures have helped trigger a pullback in BDC prices and dividends. Ryk de Klerk explains why current yields and NAV discounts may mask a deeper downside.
Silver: We saw the hysteria, will panic follow?
Inventory shifts and short covering drove the surge. With stocks rebuilding and hedging normalising, the market may be settling, says Ryk de Klerk.
Study: investor behaviour improved in 2025, but anxiety remains costly
Momentum Investments’ latest behavioural research shows fewer portfolio switches and lower overall ‘behaviour tax’ last year.
Ninety One flags shift from US dominance to broader opportunity sets
John Stopford says future market returns may be shaped by different forces than those of the past decade, with implications for South African assets.
Investors may need to look harder for opportunities, says Morningstar
As optimism rises and valuations stretch, there is a shift from broad exposure to disciplined, valuation-driven analysis.
US stocks: the bar for perfection is set very high, but opportunities abound
Historical trends suggest it could take up to three years for some sectors’ price-to-book ratios to normalise, says Ryk de Klerk.
