November 28, 2025

Morningstar’s Global Funds Celebrate One Year of Outperformance Built for Resilience

Morningstar’s Global Fund range marks its first anniversary with strong outperformance, driven by disciplined, valuation-led investing and deep global research. Strategic allocations across emerging markets, Japan, UK assets and currencies highlight how a robust, globally integrated process delivers resilient, evidence-based outcomes for South African investors.
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November 28, 2025

Schroders Multi Asset team upgrades global equity outlook as US jobs surprise

Schroders upgrades its global equity outlook to positive, citing resilient US growth, expected Fed rate cuts, and improving earnings. Positive views extend to Japan and emerging markets, while Europe remains neutral amid soft earnings momentum but a supportive economic and policy backdrop.
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November 28, 2025

A2X successfully concludes FSCA undertaking as corporate SA backs exchange competition

A2X Markets has concluded its FSCA enforceable undertaking, retaining 40 of 43 opt-out listed companies, including major large-caps. With clarity on listing procedures, A2X can refocus on delivering competition that lowers costs, boosts liquidity, and drives market innovation in South Africa.
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November 25, 2025

Why investors should challenge market consensus

US market dominance has reached historic extremes, creating hidden risks for investors. Dan Brocklebank of Orbis warns against blind index-tracking and explores why concentration, speculation and soaring valuations make global diversification more crucial than ever.
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November 20, 2025

PPS commentary: CPI for October 2025

South Africa’s inflation ticked up to 3.6% in October, but stayed below expectations, strengthening confidence in the Reserve Bank ahead of its rate decision. Mark Phillips unpacks what a lower inflation target, shifting expectations, and market movements mean for bonds, currency and investor
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November 20, 2025

AI Is The New Divide: South African Entrepreneurs must adapt or be left behind

As Global Entrepreneurship Week 2025 begins, serial entrepreneur Petro Magos issues a stark warning, AI has created a new economic divide, and SMMEs that fail to adapt risk extinction. His message is clear, evolve strategically, or be left behind
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