
Moody’s sees SA recovery taking shape by 2026
The ratings agency says long-awaited reforms could finally lift South Africa onto a firmer growth path, with momentum expected to build steadily from 2026.

The ratings agency says long-awaited reforms could finally lift South Africa onto a firmer growth path, with momentum expected to build steadily from 2026.

One fund provides a Regulation 28-friendly way to access a South African multi-asset income strategy, while the other is a rand feeder into a US dollar multi-asset income fund.

The SAVCA 2025 survey shows PE firms powering ahead with R26.6bn in investments, resilient portfolio growth, and a stronger focus on infrastructure, ESG, and transformation despite tougher fundraising conditions.

Investors are shifting away from US-heavy passive strategies towards active, globally diversified portfolios, according to Schroders’ Global Investor Insights Survey.

The new DFM Manager Watch survey by Alexforbes aims to provide independent financial advisers and investors with up-to-date performance data.

Assets under management grew to a R3.8 trillion, up 13.7% year-on-year, supported by strong equity market performance.

The stronger rand has shifted the focus back to domestic equities and property. Managers leaning into local value and shedding expensive offshore assets are reaping the rewards of this pivot.

Jittery investors continue to forego the benefits of remaining invested in equity portfolios over the long term.