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.
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.
Why are so few affluent investors using offshore platforms?
Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.
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.
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.
SA equities top Bank of America rankings amid market turbulence
South Africa leads Bank of America’s EEMEA rankings despite severe market losses, highlighting resilience, strong dividends, and sustained investor interest.
Trustees urged to rethink private markets as impact and returns align
Naleni Govender says retirement funds need a more deliberate approach to private markets, with stronger due diligence, better partnerships, and clearer accountability.
A ‘new’ world order that looks a lot like the old one
For investors, geopolitics is no longer background noise. It is a core driver of supply chains, inflation, and sovereign risk premia, says Momentum’s Sanisha Packirisamy.
‘Happening at the speed of light’: AI’s impact on portfolios and advice
Jennison’s Mark Baribeau outlines a three-phase AI cycle reshaping markets. Dispersion between the winners and losers will widen – and flexibility will be critical.
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.
What SA’s two-pot system can learn from international retirement models
Examining international retirement models reveals key lessons, from managing early withdrawals to ensuring disciplined investing and the critical role of financial advice.
When estates stall: why liquidity planning is critical for families
Without careful liquidity planning, families risk financial strain for years while estates remain tied up in red tape, highlighting the need for wills, offshore planning, and open financial conversations.
Taking funds offshore is the best and right thing for me to do
The main reasons are the growing threat of populist policies and ensuring that children and grandchildren can study overseas, so they can compete for jobs globally.
Mastering what matters: a framework for retirement planning
Nedgroup Investments’ Nic Andrew shows advisers how a simple, repeatable framework – focused on a handful of high-impact levers – can boost clients’ retirement success probabilities.
In the age of AI, asset managers face a new kind of intelligence test
As artificial intelligence accelerates a quiet revolution in active asset management, Coronation’s Peter Kempen argues the future lies in blending AI’s speed and scale with human intuition and judgment.
