In 2026, adaptability and discernment will be the hallmarks of successful investing. We expect the environment will remain dynamic - shaped by shifting policies, evolving risks, and transformative technologies. Although 2025 was a year of exceptional returns...
Articles
Private markets: Building long-term value for trustees and society
Private market investments have emerged as one of the most dynamic drivers of long-term growth in institutional portfolios. For trustees responsible for stewarding members' retirement savings, private markets offer access to diversified, often resilient...
The new standard: How systematic investing is redefining success
In an era defined by information overload and market volatility, investors often find themselves struggling to make decisions driven by logic rather than emotion. The allure of guesswork and gut feelings can lead to significant capital risk. In response to this...
The jeweller of kings and the king of jewellers
Compagnie Financière Richemont SA (Richemont) is a high-quality, globally diversified, hard luxury business that owns some of the world's most desirable and enduring heritage brands. Its maisons[1] have legacies that span centuries and cannot be replicated,...
Knitting through the noise: Why timing the market unravels your retirement
In the world of retirement savings, there's always a shiny new thread tempting investors to weave a different pattern. The idea that you can jump in and out of markets at just the right moment to improve returns is alluring. Who wouldn't want to avoid the...
Legal update
In the final quarter of 2025 and early into 2026, several material legal and regulatory developments have emerged that directly affect the retirement funds sector. Staying informed about these changes is essential for industry participants.The following...
COFI: Moving beyond tick-box compliance to true conduct regulation
The Conduct of Financial Institutions (COFI) Bill marks a decisive shift in how financial services will be regulated in South Africa. Yet COFI should not be misunderstood as simply another compliance regime layered onto an already complex regulatory...
Navigating the new frontier: The COFI Bill and the future of South African retirement funds
The South African financial sector is on the cusp of a profound transformation, with the Conduct of Financial Institutions (COFI) Bill poised to redefine the regulatory landscape for all financial institutions, including retirement funds. The Institute of...
Sanlam Investments formalises strategic relationship with Ninety One as it gears up for growth
Sanlam Investments has announced that its transaction with Ninety One is now effective, thereby formalising a long-term strategic relationship between two of South Africa's leading asset managers. The agreement strengthens Sanlam's underlying investment...
JSE expands investment offerings with Oribi Global Growth Prescient AMETF Listing
In November 2025, the Johannesburg Stock Exchange (JSE) announced the listing of the Oribi Global Growth Prescient Actively Managed Exchange Traded Fund (AMETF) (ORBIGG). The fund was listed on the Main Board of the JSE, Actively Managed ETF sub-sector. The...









