Every now and then markets hit a serious wobble that forces the question: What is going on? And what should we do about it? The past week was one of those occasions.

As the rate cutting cycle approaches, it is likely that sector rotation within the US will begin. Mega-cap companies like the Magnificent Seven have left the other 493 stocks in the S&P behind. However, with rate cuts on the horizon and low recession risk, the rest of the S&P 500 should start to play catch up.

Batseta Council of Retirement Funds for South Africa in collaboration with IFC’s integrated ESG Program, and supported by the Swiss state Secretariat for Economic Affairs, is delighted to relaunch the enhanced Responsible Investment and Ownership (RIO) Guide. It is a pivotal resource for South African retirement funds seeking to navigate the evolving landscape of responsible investing.

A long-term investor need not be concerned with the month they enter the markets. Instead, investors should shift their focus to remaining fully invested, so that they don’t miss out on the best days, which could randomly occur at any given moment of their investment lifetime

Haydn Johns, Head of PSG Life and PSG Invest, emphasizes that despite evolving investment landscapes, key principles remain timeless. He advises passing down financial education, common sense, and generosity alongside wealth. Generation Z's focus on values-driven and tech-enabled investments is noted, but foundational investment lessons are crucial for long-term success.

The World Gold Council's Q2 2024 report shows a 4% increase in global gold demand to 1,258t, the strongest Q2 on record. Central bank purchases, rising over-the-counter transactions, and a slowdown in ETF outflows drove record gold prices.