Taking Stock Publication Autumn 2026

As investors adjust to new realities, flexibility is key. In this edition of Taking Stock, we explore how investors can position portfolios for a more uncertain environment.

How should investors position for a more uncertain world?

Current geopolitical headwinds are a reminder of how quickly conditions can change. Markets can reprice rapidly as new information emerges, reinforcing the importance of building portfolios that are resilient across a range of outcomes.

From geopolitical risks and shifting market dynamics to long-term investment opportunities, this edition explores the themes shaping today’s investment landscape – and what they could mean for investors.

In this issue:
  1. Are you building a portfolio for a single lap – or the full race?
  2. The risk beneath the rally
  3. What the numbers miss
  4. Control the controllables: building a solid foundation for retirement
  5. Beyond South Africa: rethinking emerging market equities
  6. The end of easy globalisation

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Important information

The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice. No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity. While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information. This material does not constitute a full summary of the risks associated with any product, fund, service or strategy. Relevant risk disclosures are available in the applicable documents, which can be requested free of charge. For details on specific funds, please refer to the relevant fact sheets. For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.