From global consumption shifts to next-gen health trends and rising nicotine alternatives, Allan Gray highlights five key forces shaping long-term investing. Amid volatility, portfolio manager Rory Kutisker-Jacobson explains why disciplined, trend-aware strategies are vital for navigating uncertainty.

Convertible preference shares offer investors downside protection with equity upside, making them attractive financing tools. However, tax implications—particularly capital gains tax triggered by contingent conversion—can be complex. Investors must carefully assess conversion terms and seek expert tax advice.

Southern Africa’s VC sector hit record highs in 2024 despite global headwinds. Explore how the region’s maturing investment landscape, rising Series A activity, and evolving funding models are laying the groundwork for sustainable growth, transformation, and future global scale.

Worried about investing at market highs? Schroders’ 100-year analysis reveals why all-time peaks aren’t red flags—but often opportunities. Discover why holding back may cost you more in the long run than stepping in confidently, guided by data.

Thomas Berry unpacks the importance of asset class diversification in today’s volatile markets. From equities to commodities and bonds, he explains how strategic allocation helps investors reduce risk, build resilience, and achieve long-term financial goals.

David Rees and Johanna Kyrklund explore the mounting sovereign debt crisis facing global economies. With rising interest rates, populist policies, and slowing growth, they assess which G20 countries are most vulnerable—and why investors should pay close attention.