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South African bonds have been a great investment over the past year. This article shows how SA bonds can continue to add value in a portfolio and play an important role in diversification

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.

Markets navigated political noise globally while offshore bonds offered some protection