News

March’s volatility, driven by geopolitical tensions, has created more attractive entry points across equity markets while reinforcing the value of diversification. Inflation remains broadly contained despite short-term oil price pressures, and both bonds and offshore assets have provided resilience and flexibility. Overall, the environment continues to favour a disciplined, long-term approach, with opportunities emerging from the recent market dislocation.

February was another strong month for risk assets, led by emerging markets and commodity-linked South African equities. Cooling inflation in the US and contained inflation locally are reinforcing expectations for eventual interest-rate cuts, creating a supportive backdrop for both equities and bonds. Meanwhile, attractive real yields continue to make South African bonds and long-duration US Treasuries compelling opportunities.

Investment decisions post-retirement are just as important as pre-retirement. Taking too little risk can result in the investment portfolio being drawn down faster than it can grow. This article explores how multi asset portfolios continue to add value post retirement.

January marked a strong start to the year, with positive returns across equities, bonds and currencies. Inflation remains under control both locally and globally, allowing central banks to stay patient and supportive. With valuations, earnings and policy all aligning, the investment backdrop remains constructive.