27four

Together we build a resilient future for our clients and society ⭕️

[27four @27four]

Final results. A clear majority of respondents find there is limited understanding of private markets as an asset class @Batseta Winter Conference.

[27four @27four]

Results for Day 1: most delegates agree there is limited understanding of private markets, followed by governance and implementation burdens.

[27four @27four]

Results for Day 1: most delegates agree there is limited understanding of private markets, followed by governance and implementation burdens.

[27four @27four]

Live from the @Batseta Winter Conference. We have a question for delegates:

The private markets limit in Regulation 28 was increased. Why aren’t more retirement funds and multi-asset funds using it.

[27four @27four]

Live from the @Batseta Winter Conference. We have a question for delegates:

The private markets limit in Regulation 28 was increased. Why aren’t more retirement funds and multi-asset funds using it.

[27four @27four]

The DEInvest Podcast | What Does It Take To Get Backed?

In the first episode of The DEInvest Podcast, host Ndi Manzini sits down with Nkareng Siwale, Founder and CEO of RainDance Asset Management, for an honest conversation about what it really takes to build an investment firm in South Africa.

From securing mandates and accessing capital to overcoming barriers and scaling a business, this is a candid discussion on the realities of navigating South Africa's investment industry.

[27four @27four]

A TFSA helps your money grow without tax on interest, dividends or capital gains.

Learn more https://t.co/Y4yiygUapK

[Citywire South Africa @CitywireSA]

.@27four's Agrarius Sukuk is shifting from a single-strategy credit product into a multi-strategy #agriculture investment platform, targeting equity, farmland and real assets.

27four's Werner Opperman shared insights here.

#farming #foodsecurity
https://t.co/4JKt3alB7p

[27four @27four]

Global Conflict & Food Security. How the current crisis is disrupting global food supply chains.

Listen here https://t.co/qvP169zR8M

[27four @27four]

Returns are just the beginning.⁠

Our investments are designed to fuel growth, strengthen communities, and create lasting impact.⁠

Designed to close critical gaps in the investment ecosystem by supporting both direct funds and the businesses they back. Our strategies are built to deliver measurable impact, driving economic transformation, fostering inclusive growth, and supporting sustainable development across South Africa.
⁠
Discover private markets https://t.co/drw1yrmkcK

[27four @27four]

Your retirement savings can work for you, even after you retire. With our living annuity fund, you stay invested while earning a flexible income.⁠
⁠
Speak to your financial advisor or get in touch with us.

[27four @27four]

Freedom isn’t just a moment. It’s something we live, every day.

This Freedom Day, we asked our team: When do you feel most free?
Here’s what they had to say.

#FreedomDay #SouthAfrica #WeLiveInvestments

[27four @27four]

27four Style Analysis Q1 2026 https://t.co/vNekDpneVz

Up until February 2026, the JSE and SA styles produced sterling returns, benefitting from positive micro-economic developments in the form of the Rand appreciation, lower inflation and the monumental surge in both gold and PGM’s. With the start of the Iran war in March, markets turned risk-off resulting in a major correction on the JSE not seen since the 2008/9 GFC. The impact across styles was stark, with momentum, quality and rand trackers bearing the brunt of the macro event. Conversely, styles that typically display lower market betas, namely small/mid caps as well as illiquidity offered protection given their lower sensitivity to overall market movements. At the time of writing, a fragile air of stability has emerged given the agreement of a 2-week ceasefire, however the market is still on tenterhooks. If the ceasefire holds, we can expect that oil and inflation expectations will drop which in turn is positive for equities and styles that are typically high beta. Alternatively, if the ceasefire starts to crack, we can expect more of the same seen in March 2026, namely a flight to safety and further local currency and equity market drawdowns. In terms of our model predictions, be it dumb luck or something else, our previous predictions for Q1 2026 manifested (this is a perfect ’told you so’ moment) indicating significant market and style drawdowns. For the next quarter, our forecast models are directionally consistent, however VAR is significantly more bullish. Importantly, both are pointing to a local market recovery, indicating that value and momentum should experience a positive upswing. Not to beat the same drum, all forecasts should be taken with a barrel of salt, hence us always recommending (stressing!) adequate diversification across investment styles.

[27four @27four]

Income distributions for the 27four ETF suite have landed. View the announcements and learn more about these funds at https://t.co/uBhmFPQ8jL

[27four @27four]

5 parents got to answer an important question regarding financial plans for their child's future. We hope that their responses inspire you.

[Citywire South Africa @CitywireSA]

Watch: Ann Sebastian of Terebinth Capital & Justin Floor of @PSG_AM discuss local #investment opportunities with Fatima Vawda of @27four, while @PPS_SA Investments' Reza Hendrickse considers if it’s possible to follow a specific investment style.

https://t.co/QX3sfIzKVa

[27four @27four]

Financial markets in Q1 2026
An oil shock defined March's market narrative

View market commentary https://t.co/LOpQ6rZn1e

Global financial markets reversed sharply in March. The US-Israel conflict with Iran detonated an energy shock, shattering a constructive pro-cyclical rotation that had been pulling capital into value, cyclicals, and commodities on the back of broadening earnings growth and supportive global macro conditions. Central banks now face a direct collision between the risks of rising inflation and slowing growth.

Strait of Hormuz disruption risks drove Brent crude above $100/bbl – a near-record monthly surge – raising the likelihood of a sustained inflation impulse that pushes rate relief further out. Energy equities surged on the oil price spike, but the rest of the market is pricing in tighter or delayed monetary easing, weighing hardest on the cyclical and commodity-linked sectors that had led the quarter.

[Citywire South Africa @CitywireSA]

Watch: Terebinth Capital's Ann Sebastian, @PSG_AM's Justin Floor & @PPS_SA Investments' Reza Hendrickse discuss the #IranWar‌'s impact on #investment style, with @27four's Fatima Vawda here.

https://t.co/YtdHAm24tN

[27four @27four]

Disclaimer: 27four Investment Managers (Pty) Ltd is a licensed financial services provider in terms of Section 8 of the Financial Advisory and Intermediary Services Act, 37 of 2002, as amended, FAIS licence number 31045. This information is not advice as defined and contemplated in the Financial Advisory and Intermediary Services Act, 37 of 2002, as amended. Past investment returns are not indicative of future returns. 27four Investment Managers (Pty) Ltd shall not be liable for any actions taken by any person based on the correctness of this information.This document is for information purposes only and does not constitute or form part of any offer to issue or sell or any solicitation of any offer to subscribe for or purchase any particular investments. Opinions expressed in this document may be changed without notice at any time after publication. We therefore disclaim any liability for any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable directly or indirectly to the use of or reliance upon the information.

[27four @27four]

Fund Focus | 27four Large Cap Equity AMETF

A strong year for the fund, delivering a 46.14% return over 1 year (as at 31 January 2026).

Our Actively Managed ETFs combine professional portfolio management with the transparency, liquidity and flexibility of an ETF — all traded on the JSE.

Available through your stockbroker and selected platforms including EasyEquities and ETFSA.

Past performance is not necessarily indicative of future performance.