Global equities surged in a month of ups and downs.

As we move into a new technological era, the comforts of a legacy world order are breaking down. We’re seeing a growing macro and geopolitical disconnect, alongside increasing divergence within markets and across asset classes.

Global stock markets are scaling record heights. From Wall Street to Hong Kong investors are cheering — the mood is euphoric, and the bulls are in control.

With indices at record highs, a pervasive sense of complacency is sparking caution among some investors who suggest that global equity markets appear disconnected from underlying economic challenges and have raced ahead of fundamentals. US markets continue to rise, although stagflation is considered a significant risk. Europe’s major indices are riding the wave, yet growth indicators remain tepid. China’s manufacturing rebound is uneven and fresh US tariffs introduced in August, are just beginning to filter through to Asian exporters.

During the past decade the adviser industry was shaken up and changed forever. New competitors, products, shifting business models and regulations made many advisers feel the discomfort that change can bring, while some saw the glimmer of opportunity that accompanied the shake up. Advisers have benefitted from an upsurge in technology, and a wider range of investment options to choose from. Whether the changes would have happened anyway or whether they were accelerated by regulatory change, is largely beside the point. They have changed and generally, for the better.

Offshore investing is a powerful strategy to preserve and grow your wealth. It allows Performance evaluation is one of those topics that may be easy to understand conceptually, but your understanding can begin to fall apart once you get into the detail.

Fortunately, there are great frameworks for thinking about this ‘problem’, and great tools for helping with the exercise. In this article, we will tackle the problem from the perspective of uncertainty, which will be useful for everyone in the value chain, all the way from investors to the asset managers who ultimately make the security selection and asset allocation decisions.

During the past decade the adviser industry was shaken up and changed forever. New competitors, products, shifting business models and regulations made many advisers feel the discomfort that change can bring, while some saw the glimmer of opportunity that accompanied the shake up.

Risk is a very broad concept. From an investment perspective, you could look at it as the possibility that actual returns differ from expected returns. This ties into the concept of risk being seen as uncertainty. Higher risk tells us there is greater uncertainty in return outcomes.

Markets on the up - snubbed The tariff show.

Investors shook off trade war fears.

In a world where economic alliances are shifting and global markets are bracing for impact, a new power play has emerged – one with consequences as sweeping and unpredictable as any seen in the halls of the West(eros).

Big U-turns prevent a meltdown in financial markets.

Trump laid the groundwork for continental trade war.

US stocks down as Chinese market surges

Adapting South African Investment Strategies to Global Shifts in 2025.

Join us for our first webinar of the year, as we explore how changing global and political conditions will impact South African investment strategies in 2025.

Although there is much talk of de-dollarisation and the rise of China, the United States remains the single biggest economy in the world - and one that continues to matter.

Welcome to the last episode of INN8 Invest’s season of Connect The Dots, where we delve into the intricate world of investment management.

US inflation remains sticky – rate cut expectations pushed out

BIG TECH continues to drive global rally

Investors often study historical fund performance relative to industry peers when selecting an investment fund/portfolio, and from experience, a 3-year performance number is a popular reference point.

November marked the strongest monthly gains for risk assets this year, with a broad rally in both equities and bonds that was helped by a further slowdown in global inflation.

Learn more about the impact and importance of asset managers on the investment value proposition of financial advisers.

Is the future of investments “Man vs Machine” or “Man and Machine”? Discover what asset managers are thinking about the role of AI.

Take a look at what happened in last month's markets and how it affected performance, with Portfolio Manager, Carl Chetty.

Take a look at what happened in last month's markets and how it affected performance, with Portfolio Manager, Lubabalo Khenyane.

Take a look at what happened in last month's markets and how it affected performance, with Portfolio Manager, Richo Venter.

Learn about the potential risks of a global recession and impact on local and global markets so you can easily advise your clients.

In the first of an updated three-part series, we discuss how you can save on tax by starting to contribute – or contributing more – to your current retirement fund(s). The updated series focuses on section 11F of the Income Tax Act – the deduction of contributions to retirement funds.

Take a look at what happened in last month’s markets and how it affected performance, with Portfolio Manager, Melvyn Lloyd.

When investing, acting on emotion can lead to irrational decisions. Develop a sound investment game plan and stick to it.

The main pitfalls associated with income funds and effective yields require research and a solid understanding of the fund’s strategy.

Take a look at what is happening in this month's markets and how it's affecting performance with Portfolio Manager, Carl Chetty.

Learn how investment teams manager their funds in times of high volatility – and more specifically, in times of deep market drawdowns.

Take a look at what is happening in this month's markets and how it's affecting performance with Portfolio Manager, Richo Venter.

Take a look at what is happening in this month's markets and how it's affecting performance with Portfolio Manager, Melvyn Lloyd.

Although past performance is not necessarily a guide to future performance, it is one of many aspects to consider when making a comparison between ‘like-for like’ portfolios. Leigh Kohler explains...

Do you want to understand how the right discretionary fund manager (DFM) partner can elevate your business and unlock potential? It's called the multiplier effect and we've got the insight right here. This position paper dives into the impact a DFM has on the operations of an adviser's practice that highlights the value of financial advice.

In April 2022, we took a deep dive into the world of discretionary investment management as we bring you our latest proposition, INN8 Invest. Featuring Leigh Kohler, Daniel Silke and Georgina Smith.

If you lost 50% of your money, what return would you subsequently need to get back to your original investment? Your gut instinct would probably be to say 50%, since that is how much you lost. However, with a little consideration you would get to the correct answer of 100%.