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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When gold miners become tech giants: a timely lesson in a concentrated market
How to manage money responsibly when 84% of JSE equity performance is concentrated in only a few stocks and investors are tempted by huge rallies and FOMO.
When passive meets disruption: unearthing alpha in a market-cap world
With passive assets now eclipsing active globally, Coronation’s Peter Kempen argues that momentum-driven capital flows create fertile ground for fundamental research – and for active managers who can spot value that index trackers miss.
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.
‘Do not panic, look out for opportunities, but stick to your risk budget’
The US economy is giving off mixed signals, and the big question is whether it will slip into a recession or manage a soft landing.
