June 18, 2025

Structures are a compelling offering at times like these

Luvhani Makoni of Liberty highlights how structured investments like the Global Performer V6 and ESG V6 offer South African investors offshore exposure, capital protection, and targeted returns – providing stability and growth in today’s uncertain global market environment.
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July 3, 2025

Here’s how not to torpedo your stock portfolio

Wendy Myers, Head of Securities at PSG, unpacks key principles for maximising investment returns – including diversification, risk tolerance, and compounding. She warns against common pitfalls and highlights the value of patience, discipline, and trusted advice in long-term investing success.
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September 15, 2025

Israel-Iran conflict: market outcomes and impact on inflation

Oil prices have spiked amid the Iran-Israel conflict, but broader inflationary impact remains limited. George Brown of Schroders explores likely outcomes, the geopolitical calculus, and why oil market disruption may remain contained despite the intensity of the exchange.
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July 3, 2025

Global capital flows and the great rotation into emerging markets

Nathan Chandler, Assistant Portfolio Manager at Schroders, highlights a shift away from US assets that could favour emerging markets. With global portfolios heavily skewed towards US equities and the dollar, changing policy dynamics and emerging market fundamentals, like strong external balances, high real interest rates, and undervalued currencies, signal a new era of capital reallocation and opportunity.
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June 9, 2025

China’s misunderstood advantage is key to unlocking value in a low-growth world

Despite global scepticism, China is rapidly innovating across AI, semiconductors, EVs, and robotics. Foord’s Jing Cong Xue unpacks why investors are undervaluing China’s tech-driven growth—and why this mispricing could present one of today’s most compelling investment opportunities.
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July 10, 2025

The Stock Market is not the Economy

Despite sluggish economic growth, the JSE All Share Index reached record highs. Izak Odendaal unpacks why markets can rise even as economies falter—highlighting global shifts, policy changes, investor sentiment, and a renewed outlook for South African equities.
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