
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.

The Diversified Markets portfolios introduce a measured allocation to private equity, credit, infrastructure, and real assets alongside listed investments.

Behind the viral humour lies a deeper story about geopolitics, energy risk and why disciplined, diversified investing could define returns as markets head into a potentially “Goldilocks” 2026.

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

Amid heightened geopolitical risk, investors chasing offshore returns should temper expectations for US stocks and prioritise true diversification, says Orbis’s Rob Perrone.

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

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