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.

South Africa has always been a country with high levels of political uncertainty, but not political instability. For the last three decades, it has been governed by a single party with a comfortable majority. No more. We are now in unchartered political territory, and things can go in very different directions from this point forward.

In a quarter characterised by a plethora of growth constraints such the El Nino-induced heat wave the decimated crops, loadshedding, and inefficiencies at ports, agriculture still managed to rebound strongly in Q1, 2024.

With seven of the world's ten fastest-growing economies Africa's outlook is more promising than ever before. The International Monetary Fund (IMF) predicts that no other continent will compete in growth in the near future