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In today's climate of elevated valuations across multiple metrics - be it price-to-earnings ratios, CAPE ratios, price-to-book values, or equity risk premiums - the market certainly appears expensive. Many respected figures in finance, from Jeremy Grantham to Warren Buffett, have pointed out that certain sectors of the market have become extremely overvalued. This situation underscores a crucial point for fund managers: navigating the current environment requires a disciplined approach to thinking and decision-making.

SA equities strong as US markets turn down amid tariff concerns; inflation stable.

Market pullbacks, although normal, can be very stressful for investors. This article explores why and shows why its best to ignore the noise and stick to your strategy.

Markets navigated political noise globally while offshore bonds offered some protection

Value investing, popularised by legends like Warren Buffett and Benjamin Graham, is based on a simple idea: buying undervalued stocks should lead to better returns. Historically, this approach has delivered strong performance, but in today’s highly efficient markets, does it still hold up?

Global markets rose amidst uncertainty, an SA rates cut and a steady Fed.

US equities rally; local bonds excel amid low inflation and strong dollar.