Our 2026 PM Insights

Watch our portfolio managers discuss the year ahead and help make sense of market and economic developments.

26 Jan 2026

1 hour 40 mins

Malcolm Charles
Rehana Khan
Clyde Rossouw

Presented by

Malcolm Charles
Rehana Khan
Clyde Rossouw

Important information

All information and opinions provided are of a general nature and are not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an advisor or in a fiduciary capacity. No one should act upon such information or opinion without appropriate professional advice after a thorough examination of a particular situation. We endeavour to provide accurate and timely information but we make no representation or warranty, express or implied, with respect to the correctness, accuracy or completeness of the information and opinions. We do not undertake to update, modify or amend the information on a frequent basis or to advise any person if such information subsequently becomes inaccurate. Any representation or opinion is provided for information purposes only.

This is the copyright of Ninety One SA (Pty) Ltd and its contents may not be re-used without Ninety One's prior permission.

Ninety One SA (Pty) Ltd and Ninety One Investment Platform (Pty) Ltd are authorised financial services providers.