Are markets in 2026 facing an AI bubble or a genuine technological shift? Old Mutual’s Sean Ashton unpacks valuations, tech concentration, and emerging opportunities, offering a clear-eyed perspective on where long-term investors should focus amid short-term market noise.

KPMG’s Frank Blackmore previews South Africa’s State of the Nation Address, highlighting fiscal consolidation, infrastructure investment, and private-sector initiatives. Discover why 2026 could signal steady economic growth, job creation, and measured policy continuity in a complex geopolitical landscape.

AI promises a productivity revolution, but history shows technological breakthroughs come with uncertainty, societal shifts, and volatile markets. This article explores the risks, opportunities, and lessons investors can learn from past innovations, and why patience remains key.

Concerns over US central bank independence are resurfacing as political pressure on the Federal Reserve intensifies. Sebastian Mullins examines how Trump’s involvement in Fed decisions could affect inflation, rate policy and long-term market stability.

A historic surge in silver, amplified by leverage, has reversed sharply, dragging gold lower in the process. James Luke explains why this correction may be technical rather than structural, and where markets could go next.

Behind Bidvest’s numbers lies a workforce of over 134,000 people who kept delivering through unprecedented disruption. Daniel Malan pays tribute to the culture, leadership and grit that allowed the business to keep growing against the odds.