July 20, 2026
Is the classic global portfolio 60/40 split still relevant?
Orbis challenges the traditional 60/40 investment portfolio, arguing that persistent inflation and geopolitical uncertainty require broader diversification across asset classes, investment styles and regions to build more resilient portfolios for an increasingly unpredictable global market.
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July 20, 2026
Diversification remains key when you can’t see what’s around the corner
PSG Wealth explores how investors can navigate persistent geopolitical uncertainty, AI-driven markets and inflation by focusing on diversification, valuation discipline and long-term resilience, rather than reacting to short-term volatility or attempting to predict market outcomes.
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July 20, 2026
SARB July decision likely to be a close call as inflation risks remain
CAM Asset Management assesses the key factors shaping the SARB’s upcoming interest rate decision, examining inflation, oil prices, the rand and monetary policy expectations, while highlighting the potential implications for consumers, investors and South Africa’s economic outlook.
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July 20, 2026
What the World Cup can teach us about building lasting financial success
Old Mutual Personal Finance uses lessons from Spain’s World Cup success to illustrate how disciplined planning, consistency and professional financial advice can help individuals build long-term financial security and remain focused on their goals despite life’s inevitable setbacks.
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July 20, 2026
Why PPS Investments Remains Constructive on SA Assets Despite Global Volatility
PPS Investments reviews a volatile quarter shaped by geopolitical tensions, inflation and AI-driven markets, explaining why disciplined portfolio positioning, attractive South African assets and long-term investment conviction remain central despite heightened global uncertainty.
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July 17, 2026
Oil prices move faster than facts
Foord Asset Management examines why geopolitical tensions, constrained oil inventories and fragile supply chains are likely to keep oil prices and inflation elevated, despite ceasefire optimism, with implications for central banks, global markets and investors in the months ahead.
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