Sumesh Chetty, Portfolio Manager at Ninety One There comes a point in every market cycle when investors begin to wonder whether the old rules still apply. It is an...
Investment / Asset Management
Why geopolitics is becoming the new inflation driver
Annelise Peers, Chief Investment Strategist at Investec Switzerland Halfway through 2026, inflation remains one of the biggest questions facing investors, but the conversation has...
Is the classic global portfolio 60/40 split still relevant?
Matthew Spencer, Director of UK Retail at Orbis Global inflation has remained stubbornly elevated for the past two years, driven by rising goods prices, increasing labour costs and...
Static in the signal
Bianca Botes, Director at Citadel Global This has been a year for the books. Despite massive geopolitical uncertainty, tech stocks surged over 80% in the first half of 2026. For the...
Oil prices move faster than facts
Brian Arcese, Portfolio Manager at Foord Asset Management For some weeks, the oil market hastily chose to believe in the US-Iran ceasefire deal. After the adversaries announced a...
What we get wrong about bubbles
Nico Katzke, Head of Portfolio Solutions at Satrix There is growing talk in investment markets that the AI "bubble" may soon burst. However, evidence suggests those predictions are...
Offshore investing trends in the adviser space
Daniel van Andel, Head of Platform and Adviser Proposition at Allan Gray Offshore investing has transitioned from a specialist allocation to a core component of South African client...
Between hype and fear
Izak Odendaal, Investment Strategist at Old Mutual Wealth Many European football fans visiting the US for the FIFA World Cup have been astounded by the size and sophistication of...
New Fed chair sets the tone
Ruen Naidu, Portfolio Manager; & Brian Kahn, Consultant, at Ninety One Kevin Warsh walked into his first Federal Reserve meeting carrying the weight of a simple question: What kind...
What Boards can learn from shareholder activism
Nicole Martens, Executive Director at Just Share Shareholder activism is often framed as a problem for boards to manage. Companies speak of "dealing with" activists. Directors prepare...
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