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YOH! WHAT A YEAR! LET’S LAUGH ABOUT IT!
South Africa has had a rollercoaster year… and the rest of the world hasn’t exactly been quiet either! 😅
From the headlines that left us speechless to the moments that had us asking, “Eish, did that really happen?” it’s time to look back at 2026 through the eyes of one of South Africa’s funniest comedians, Dr. @RiaadMoosa!
Join Salaamedia for a night of comedy, satire and plenty of laughs as we wrap up the year in style.
📅 Saturday, 5 December 2026
⏰ 19:00–21:00 (Doors open at 18:00)
📍 Lakewood Conference Centre, Ormonde, Johannesburg
🎟️ Early Bird Tickets: R300
🎫 Get your tickets now: quicket.co.za/events/334269-…
Presented by Salaamedia in collaboration with Dr Riaad Moosa. Powered by @27four.
Rates are climbing, while growth slows. Swipe for Septembers month in markets 🌋 27four.com/monthly-financial…
27four retweeted
Founder Fatima Vawda says @27four's #succession plan is in motion, with senior executives taking responsibility for investment & operational decisions.
#financenews #investments #companynews
citywire.com/za/news/27four-…
Give your future self a head start on school fees.
Starting early gives your money more time to potentially grow, helping you build an education fund before the school fees arrive.
This communication is for general information and illustrative purposes only and does not constitute financial, investment, tax, legal or other professional advice, nor does it constitute an offer, solicitation or recommendation to invest in any particular financial product. The investment illustration is hypothetical and is based on contributions of R1,000 per month for 13 years and an assumed investment return of 10% per annum. The assumed return is used solely for illustrative purposes and is not a forecast, projection, target, promise or guarantee of actual or future investment performance. Actual returns may differ materially from those illustrated and may be positive or negative. Investment values may fluctuate and investors may not recover the full amount invested. The illustration does not necessarily take into account all fees, charges, taxes, inflation or other costs that may apply and these may materially affect the value of an investment. Past performance, where referenced, is not necessarily indicative of future performance. The illustration does not represent the performance of any specific 27four portfolio or financial product and does not guarantee that the amount illustrated will be sufficient to meet any future education costs. Education costs and individual financial circumstances may vary significantly over time. Investors should consider their individual objectives, financial circumstances and needs and, where appropriate, obtain advice from a suitably qualified financial adviser before making any investment decision. 27four Investment Managers (Pty) Ltd is an authorised Financial Services Provider.
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Retirement Annuity can help you build long-term security while offering valuable tax benefits along the way.
Quarterly Style Analysis – Q2 2026 27four.com/%ce%b2eta-solutio…
The past quarter was impacted by a conflation of macro and micro-economic events that resulted in several reversals in South African styles. The most notable factor was the on-again/off-again Iran war which in turn had a knock-on effect on the oil price, which led to significant upside revisions to future inflation. Notwithstanding the indirect impact to consumer confidence with higher at-the-pump prices and interest rates to boot, the inflation headwinds led to a massive unwind of the ever-so-popular gold, platinum and oil trade (all of which screened and screen strongly for momentum). As noted previously, last year was momentums moment in the sun. Unfortunately, change is constant and from being the best style on the JSE, momentum is now the worst! Simultaneously, the market scenery led to the revival of low vol, rand hedge and illiquid factors, all of which outperformed in Q2 2026. A key question is whether the results of Q2 are a signal of structural regime change or merely a short-lived reversal. At the time of writing, the current ceasefire (which isn’t much of a ceasefire, tbh) has led to clear passage through the strait of Hormuz, driving Brent prices to around USD70/per barrel, leading to reserve banks becoming less hawkish, which is ultimately good for shares, especially gold and PGM miners. As usual, our style report provides a data science driven view of forward style and equity market performance, however, our two favorite models diverge in their predictions. As stressed always, the best route for any investor is ensuring adequate levels of style diversification to weather any storm brought forth by Global and local escapades. Happy reading and stay safe!
The second quarter was a constructive one, but somewhat narrowly driven. Global equities were lifted by the continued AI and technology rally, with the strongest gains concentrated in the US, Taiwan and broader EM Asia. The rally showed that investors remain willing to reward earnings growth and exposure to long-term structural themes. However, June was a reminder that leadership is becoming more fragile, as profit-taking in growth stocks, weakness in China and renewed geopolitical uncertainty tested risk appetite.
Fixed income also had a strong quarter, especially in South Africa, where lower long-end yields and stronger demand for duration supported bond returns. Progress in US-Iran negotiations, lower oil prices and improved shipping activity through the Strait of Hormuz helped ease fears of a prolonged energy shock, supporting both bonds and sentiment late in the quarter.
Still, the backdrop remains cautious. Local equities were held back by resource weakness, commodities ended lower, and high policy rates continue to weigh on confidence and growth. In South Africa, the key risks are shifting from oil alone to broader inflation pressures, including utility tariffs, higher fertilizer costs and possible weather-related pressure on food prices.
Overall, Q2 showed that markets can still move higher, but the margin for disappointment has narrowed. AI optimism and lower yields remain important supports, but central-bank policy, geopolitics, China weakness and domestic inflation risks will shape the next phase of returns.
South Africa's procurement rules are about to change in a BIG way.
Most businesses are focused on B-BBEE.
But the Draft Public Procurement Regulations go much further.
Here are 10 changes every supplier should know
6/ Transparency is being significantly strengthened.
For contracts above R50 million:
• unsuccessful bidders must receive reasons
• public briefing sessions may be required
• procurement decisions become far more visible
7/ Whether you're a supplier, consultant, legal adviser or procurement professional...
These draft regulations could reshape how you compete for public sector work.
Worth reading now, not after they become law.
Full article linkedin.com/company/1139523…