You might have forgotten but global markets fell by almost 20% in April following "Liberation Day" – before rebounding to all-time highs. As we enter a renewed period of jitters, this long-term data provides a broader perspective.

Morningstar’s Global Fund range marks its first anniversary with strong outperformance, driven by disciplined, valuation-led investing and deep global research. Strategic allocations across emerging markets, Japan, UK assets and currencies highlight how a robust, globally integrated process delivers resilient, evidence-based outcomes for South African investors.

Schroders upgrades its global equity outlook to positive, citing resilient US growth, expected Fed rate cuts, and improving earnings. Positive views extend to Japan and emerging markets, while Europe remains neutral amid soft earnings momentum but a supportive economic and policy backdrop.

A2X Markets has concluded its FSCA enforceable undertaking, retaining 40 of 43 opt-out listed companies, including major large-caps. With clarity on listing procedures, A2X can refocus on delivering competition that lowers costs, boosts liquidity, and drives market innovation in South Africa.

US market dominance has reached historic extremes, creating hidden risks for investors. Dan Brocklebank of Orbis warns against blind index-tracking and explores why concentration, speculation and soaring valuations make global diversification more crucial than ever.

South Africa’s inflation ticked up to 3.6% in October, but stayed below expectations, strengthening confidence in the Reserve Bank ahead of its rate decision. Mark Phillips unpacks what a lower inflation target, shifting expectations, and market movements mean for bonds, currency and investor