Overberg Asset Management

20/10/2026

Global and Local Market Outlook: Positioning for What Comes Next | The third quarter saw renewed geopolitical tensions, higher oil prices, and rising interest rates disrupt global markets. Closer to home, the JSE ended the quarter largely unchanged, despite significant movements beneath the surface - as resources recovered and industrial shares came under pressure. The interest rate environment is evolving, depending on geography. These conditions reinforce the importance of a diversified, actively managed investment strategy. At Overberg Asset Management, rather than reacting to short-term events, we tend to make measured portfolio adjustments, where appropriate, positioning clients' wealth to benefit over time, while maintaining resilience through changing market conditions. Stay informed by reading our outlook for Q3 >>>

15/09/2026

Market Report - September 2026 | South Africa can remain your home. Your wealth, however, can have a passport, here's why in our Local Market Report.

Meanwhile, global equity markets continue to be driven by exceptional earnings growth, providing support for long-term investors who remain focused on fundamentals rather than headlines. Read our latest Global Market report to stay informed >>> https://overberg.biz/2026/09/market-report-september-2026/

04/09/2026

The View Matters: Today's Global Markets:
- One of the strongest US earnings seasons in Q2, with an astounding 52% year-on-year for the S&P 500 index.
- Continued momentum behind AI investment.
- Keeping a close look at bond yields.
- Outlook for global equities over the next 12 months.
- Reasons for cautious optimism regarding South Africa's long-term prospects.

Watch the podcast for September today >>> https://youtu.be/fRkjctotI5w?si=IuFcSjOwzSmzjrM4

24/08/2026

The View Matters | Celebrating 25 years of service, value, and investing. We look back at the past 25 years in the video >>> https://youtu.be/W_UCnrElCeQ?si=7fRTpyNTYJ0lu6Xd

21/08/2026

Beleggingslenters, Ponzi-skemas, Finfluencers en Hoe om Jouself te Beskerm: Werner Erasmus gesels saam met Die GROOT Ontbyt. Datum van onderhoud: 17 Augustus 2026.
Kyk weer: https://overberg.biz/2026/06/die-groot-ontbyt/
Of op YouTube: https://www.youtube.com/watch?v=pELV_Ngf4bc
Die GROOT Ontbyt Overberg Asset Management

Ons gesels vandag met Werner Erasmus, Streek- en Welvaartbestuurder...

18/08/2026

Our Market Report is Available for August 2026 | Global: Government bond yields are rising, steadily and persistently. The G7 ten-year government bond yield has broken out of the three-year trading range that had contained it since 2023, and the climb has been relentless. | Local: It is easy to assume that investment scams mostly target financially inexperienced people, but history has repeatedly shown us that this is not the case. Even sophisticated investors have been caught in major fraudulent schemes. Two particularly powerful forces are greed and FOMO (the fear of missing out). | Gain Insights Today: https://overberg.biz/2026/08/market-report-18-august-2026/

31/07/2026

Financial Markets are rising. One reason could be that earnings are accelerating, but at the same time, four risks need to be monitored.

In our latest Q2 Review and H2 2026 Outlook Webinar, Nick Downing explores why the global bull market may still have room to run, while highlighting those key risks investors cannot afford to ignore.

From AI-driven growth and strengthening earnings to bond yield risks, geopolitical uncertainty and portfolio positioning, this presentation offers valuable perspective for long-term investors.

Watch the full webinar here: https://overberg.biz/market-review-podcasts-on-youtube/

27/07/2026

Common Myths that are False:

“An RA is only useful near retirement” → False - earlier is better (tax-free growth).

“Offshore = tax-free in SA” → False - worldwide taxation applies.

“A trust is always best” → False - personal ownership often better for CGT.

“Home profits are always tax-free” → False - only first R3m excluded.

20/07/2026

Werner Erasmus, Welvaart en Reeksbestuurder - Gauteng, Overberg Asset Management, gesels saam met Die GROOT Ontbyt oor Kunsmatige Tegnologie en wat dit vir beleggers beteken.

Werner deel met ons:
> Moet Beleggers hulself bekommer oor die Kunsmatige Intelligensie borrel?
> Hoe kan jy jou aandele diversifiseer in die tegnologiese industrie?
> Die slaggate van ChatGPT en Claude vir finansiële besluitneming.

Die gesprek was uitgesaai op KykNet op 16 Julie 2026. Epos: [email protected] of besoek https://overberg.biz/2026/06/die-groot-ontbyt/ vir meer inligting.

14/07/2026

Global Market Review and Strategy Outlook for Q2 | One of the most powerful equity rebounds of the century: a ceasefire and the reopening of the Strait of Hormuz sent oil sharply lower and risk assets sharply higher. Brent crude, which had spiked to $118 per barrel at the end of Q1, fell back to $73 by the end of Q2.

Local Market Review and Strategy Outlook Q2 | South African assets absorbed the Brent crude oil shock unevenly. The JSE All Share Index fell 2.36% in Q2, extending its year-to-date decline to 2.96% by 30 June. The Resources 10 index collapsed 19.69% in Q2. Financials told the opposite story, with the Financial 15 index gaining 8.20% in the second quarter.

Read our strategy outlooks from Q2's market performance: https://overberg.biz/2026/07/market-report-14-july-2026/