SA equities still trade at a discount as global markets grow more concentrated, says Discovery
Discovery Invest’s 2026 outlook highlights improved domestic fundamentals, attractive relative valuations, and scope for rate easing.
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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.
How advisers can prevent ‘fight or flight’ from destroying returns
Morningstar’s Investment Outlook for 2026 highlights trends in the US and domestic equity markets that it believes advisers and investors should watch.
Fund managers cautiously optimistic on domestic assets
While bullish sentiment towards equities cools, local assets remain a top pick for 2025, with gold and bonds gaining favour, BofA survey finds.
SA credit rating upgrade is on the cards – not investment grade yet
The rating upgrade is likely to have profound implications for investment portfolios.
Why I turned mildly bearish and opted for a defensive strategy
The formation of the GNU sparked a rally in local financial markets. But as storm clouds gather on global equity markets, the long-term outlook remains uncertain.
