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The Office of the Pension Funds Adjudicator has issued their 2025/6 Annual Integrated Report. Read it on EBnet's Publications Podium here.
Editor's Thoughts.
It’s a conversation you’ve had a million times. A friend phoned me yesterday asking whether she should move her money out of a money market fund because she “knows she can do better” on returns. And I apparently “know about these things”. Trust me, if I knew about these things I would be sitting at today’s cricket in the beaming African sun sipping something cold.
It did get me thinking about the difference between spotting a higher return and understanding what you (clients, members) need your money to do.
Today’s newsfeed brings that context.
Ninety One looks at the physical resources behind our digital ambitions: AI needs power and metals, while constrained supply is reshaping opportunities. Allan Gray finds potential value in selected retailers, but reminds us that markets don’t reward patience on a convenient timetable. And Old Mutual Investment Group challenges the familiar assumptions behind diversification, asking whether portfolios reflect yesterday’s world rather than tomorrow’s possibilities.
Johann Els (PSG Investments) adds the macro-perspective: Yesterday's Stats SA’s revisions put the economy around 5% larger than previously estimated. Better measurement improves fiscal ratios, but doesn’t suddenly make us richer or solve our growth problem.
Back to my friend, the starting point isn’t “where can I earn more?” It’s “what is this money for?” That’s Benefits Activated: people knowing what they need to know, when they need to know it.
How does Discovery get it right? Join the live event in the 2026 EBnet Evolutionaries Conference at 9am to listen to their insights.
Top Picks.
EBnet.Stream The Art of Manager Fusion Ep 11: Proof of blend – Lessons from portfolio case studies
With Nimisha Bhawan, Head of Investment Advisory at Alexforbes Investments
EBnet.Stream Industry Insights: Making your medical plan choice for 2027? Here’s what to think about
With Jacqui Nel, Business Unit Head Healthcare at Aon South Africa
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Notice Board.
The 2025 Evolutionary Awards Winners.
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