Taking Stock Publication Spring 2026

Elections, AI disruption and an oil shock have given investors plenty to weigh. In this edition of Taking Stock, we explore how investors can keep a long-term view.

Is your portfolio built for what’s next?

Many equity portfolios have become more concentrated as the winners keep getting bigger. With momentum carrying the market, diversification has been easy to overlook. But the principles of resilient investing haven’t changed, and they matter all the more as markets digest the elections in the US and South Africa.

From election outcomes 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. The playing field has changed – the rules haven’t
  2. Partly cloudy with sunny spells ahead
  3. Disruption and the price of patience
  4. Emerging market equities: broadening the reach of SA portfolios
  5. A silver lining for South African bonds in a turbulent world
  6. Offshore limit is a ceiling, not a target: how SA can keep savings working at home

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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.