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.
#marketoutlook
Investing offshore: dependent on great expectations?
Amid heightened geopolitical risk, investors chasing offshore returns should temper expectations for US stocks and prioritise true diversification, says Orbis’s Rob Perrone.
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.
