Global markets closed the first half of 2026 in a pronounced risk-on phase, kept afloat by a sharp rebound in technology stocks and consistent earnings upgrades.
In contrast, South African equities have faced a far more turbulent path, with the JSE recording one of its weakest quarters since 2024 amid volatile commodity prices.
This divergence set the tone for a recent BCI ‘Boutiques on Wednesdays’ webinar, hosted by Eugene Braak of Apex Investment Consulting, where two portfolio specialists unpacked the case for global diversification and innovation in local equity investing.