January 2026 reinforced the constructive yet complex nature of the current investment landscape. Market breadth improved, inflation moderated and financial conditions stabilised, yet valuation pressures, geopolitical uncertainty and policy divergence continue to constrain the margin for error.
Achieving strong outcomes in 2026 will require disciplined allocation, diversified regional exposure, thoughtful sector selection and a sustained focus on quality and resilience. South Africa continues to present compelling yield‑based opportunities, but long‑term performance remains contingent on fiscal execution and structural reforms.
The below FSCA regulated companies, who conduct asset management and investment services, are owned by Orion Investment Managers (OIM). These subsidiary companies operate in a number of different jurisdictions, and each provides investment management and products to their clients. Orion Investment Managers, is, in turn, owned by Spirit Invest International, which owns a portfolio of companies in the investment sector...
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