14/10/2026
Sir Isaac Newton famously noted, “I can calculate the motions of the heavenly bodies, but not the madness of people.” Could investors be overlooking some familiar warning signs?
Five years after the 2021 market peak, the "Everything Bubble" has returned. This time, however, it is more concentrated, highly leveraged, and heavily dependent on a single theme: AI.
Coupled with sticky inflation and the SARB's recent interest rate hike, it is no surprise that markets are experiencing increased volatility. So, how should South African investors respond to these flashing warning signs?
In our latest article, we explore:
• The 5 key warning signs that the bubble is back
• Why AI concentration makes this period uniquely dangerous
• 3 practical steps to protect your portfolio (without trying to time the market)
👇Read the full breakdown in this article.
https://www.linkedin.com/pulse/market-update-everything-bubble-back-what-means-emma-pardoe-ca-sa--4f7mf
Markets can stay irrational for longer than investors can stay solvent, but a solid plan is your best defence. Please speak to us before making investment decisions based on short-term market movements. Send me a direct message or drop a comment below, and let's ensure your wealth strategy is structured to ride out the volatility.