Momentum Asset Management has appointed Mario Fisher as CIO Systematic Strategies, effective January 2026, bringing nearly 30 years of quantitative and investment leadership experience to strengthen and scale its systematic investing capability as part of a planned leadership transition.

The harmonisation of the FTSE/JSE ALSI aligns index methodologies, reduces offshore weighting distortions, and reflects evolving sector dynamics, while leaving Allan Gray’s bottom-up investment approach unchanged, using the index as a reference rather than a constraint.

This review unpacks why 2025 delivered exceptional returns for South African investors, and what lies ahead. A must-read for advisers navigating a shifting macro and market environment.

TransUnion’s Q3 2025 Industry Insights Report reveals a cautiously improving credit market, with vehicle finance and credit card usage rising, divergent bank and non-bank lending trends, and elevated delinquencies underscoring the need for strong affordability checks, risk management and early intervention.

OUTsurance has received approval for a secondary listing on A2X Markets from 14 January 2026, giving investors an additional trading venue with lower transaction costs and improved liquidity, while retaining its primary listing on the JSE.

Thomas Berry highlights how disciplined, tax-efficient investing through Retirement Annuities and Tax-Free Savings Accounts helps investors stay the course during market volatility, curb emotional decisions, and benefit from compounding, rand-cost averaging and long-term recovery to secure financial goals over time.