March 28, 2025
Ten stock market themes for 2025 and beyond
The “Magnificent-7” tech stocks have driven strong US equity gains, but volatility looms. Schroders experts foresee market concentration persisting, AI hype being tested, and global diversification gaining appeal. Investors should balance risk, quality, and fundamentals for resilient portfolios in 2025.
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April 29, 2025
Is South Africa prepared for the great wealth transfer?
The rise of “inheritocracy” highlights wealth transfer’s growing impact. Glacier by Sanlam addresses South Africa’s unique challenges—limited financial advice access, technology gaps, and financial education—by fostering inclusive advisory networks, leveraging AI, and promoting structured wealth preservation strategies for future generations.
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March 27, 2025
With the right guidance, local investors can profit despite elevated levels of volatility
Dirk Jooste, Fund Manager at PSG Asset Management, discusses market volatility, emphasising local and global investment opportunities. He highlights strong real yields in SA fixed income markets, potential equity growth, and the importance of diversification to navigate uncertainty and secure long-term returns.
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March 28, 2025
Can global equities provide benefits in any political or geopolitical environment?
Amid political and geopolitical uncertainty, global diversification remains crucial. Discover why market concentration, trade disruptions, and long-term trends create compelling opportunities for investors who look beyond headlines. Read Kondi Nkosi’s insights on managing risk and seizing global opportunities.
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April 29, 2025
Should South Africa Be Part Of Your Diversified Investment Portfolio
South Africa’s investment potential is stronger than headlines suggest. Despite challenges, improving macroeconomics, innovation opportunities, and a strong bond market create compelling reasons to invest. Discover five key factors making SA a smart choice for a diversified, risk-adjusted portfolio.
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March 28, 2025
Nobody knows anything
Market uncertainty and economic forecasting share parallels with the film industry—both rely on best guesses. Just as filmmakers hope to create blockbusters, central banks navigate unpredictable conditions. The US Fed and SA Reserve Bank tread cautiously, weighing inflation, growth, and investor sentiment.
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