Editor's Thoughts.

Donald Trump’s recent antics overturning a red card decision at the FIFA World Cup is just so on trend in investment markets 2026, isn’t it? As investors think they have a handle on things, something so fantastical, unexpected and so far out of left field flips the script. Today’s great articles from Momentum Investments and Ninety One point to where markets are at half time. Now let me share with you the roller coaster of your average investor – me. While I debated investing in gold (but didn’t), I did invest in an AI ETF. Now while I’m quite smug looking at the longish-term returns, there is a niggle brewing in the back of my mind. The question is: (when) will I blink? (Love Duane Cable’s comments: Euphoria does not attach itself to bad ideas. It attaches itself to very good ones, taken too far. The technology survives. Investors who paid for perfection often do not. Does this apply to president’ing too?)

Zooming out for a wider perspective on changing the narrative, EBnet’s Inside Private Markets series has hopefully challenged your thinking on the opportunities that unlisted investments present. Today’s episode is about impact – not only on communities but also on returns. Thank you to Old Mutual Alternative Investments for sponsoring this important conversation unfolding for today’s investors.

And the last thing you need is a red card hospital bill to stop you in your proverbial financial tracks. Martin Rimmer (Sirago) shares their gap cover data to show just how brutal specialist shortfalls have become in South Africa. And Medshield’s consumer advisory pushes the wellness theme from a different angle: wellness can’t live in gym discounts and fruit bowls anymore; it needs to be baked into culture, leadership and everyday support.

Speaking of baked, why do I feel like a Belgian waffle this morning?

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