The Conscious Portfolio Shift South African Investors Are Already Making

• South African investors are making a conscious shift away from traditional balanced portfolios and towards alternative investments.
• This shift is driven by the erosion of the traditional portfolio model, where public markets and bonds no longer provide consistent returns and diversification is reduced during market stress.
• The increasing use of alternative investments is expected to improve the reliability of outcomes for South African investors, with a focus on predictable income, reduced reliance on market movements, and access to new return streams.