Rory Kutisker-Jacobson of Allan Gray explores whether Africa’s standout 2025 equity returns mark a turning point, weighing valuation opportunities, volatility risks and why select banks, consumer stocks and resources still offer compelling long-term potential.

Citadel chief economist Maarten Ackerman unpacks what to expect from South Africa’s 2026 Budget, exploring tax, growth, reform and market risks, and what improved fiscal conditions could mean for investors navigating inflation, interest rates and a still-fragile recovery outlook cycle.

Amplify Investment Partners has launched a new actively managed income ETF, offering investors transparent, liquid access to a proven multi-asset income strategy. The fund blends disciplined active management with ETF efficiency, targeting stable income and capital preservation.

National Treasury’s move to formalise carbon credits could transform them into a credible asset class. Momentum Corporate’s Poobalan Govender explains why this shift matters for investors, market liquidity, and South Africa’s transition to a greener, more investable economy.

Listed property has struggled in recent years, but falling interest rates and improving regional dynamics may change the outlook. Foord’s Dylan Griffiths explains where risks remain, why selectivity matters, and how carefully chosen property exposure can enhance portfolios.

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.