As uncertainty, unpredictability and chaos reign across the world, the term “anti-fragility” has become popular when describing the phenomenon of people, businesses and sports teams (the Springboks come to mind) that don’t just withstand pressure, but actually adapt and improve as a result of it.

Global markets rebounded in May after a shaky April. After a string of higher than expected inflation prints, the market was anticipating a more hawkish tilt from the US Federal Reserve (Fed).

Horacia Naidoo-McCarthy from Allan Gray, discusses the four reasons why you should invest offshore, reminding us of the risks and sharing some pointers to consider when determining the optimal balance of potential offshore return weighed against risk.

The Magnificent 7 stocks have dominated market returns, but PSG Asset Management’s Philipp Wörz and Greg Hopkins argue that investors should look beyond these giants. They highlight overlooked sectors and undervalued markets as promising opportunities for future investment success.

With the country on tenterhooks as it awaits Friday’s first sitting of parliament and the confirmed details of a Government of National Unity, Old Mutual Investment Group (OMIG) believes this is a positive moment for South African democracy, with change to the previous status quo being an increasingly possible catalyst to unlock value in local markets.

Schroders economists provide their latest forecast update and discuss how sticky inflation is complicating the picture for central banks.