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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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.
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.
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.
The two key risks investors should watch amid the Trump noise
Old Mutual Wealth’s Izak Odendaal believes the only two risks that should concern investors are the US economy going into a recession and the Fed hiking interest rates.
JSE to revamp sustainability disclosure guidance in line with new global standards
JSE CEO Leila Fourie outlines the JSE’s five-year priorities: responsiveness to constituents, maintaining foundational security and resilience, and initiating significant upgrades.
Undervalued no more? JSE’s Leila Fourie on the re-rating of South African assets
Three months after the formation of the Government of National Unity, JSE CEO Leila Fourie shares how the exchange is reaping the benefits of political stability.
South Africa ranks in the middle of global sustainability stock market league
SA’s market ranks highly in terms of social characteristics but poorly on environmental, driven by the high proportion of materials and mining stocks.
