Quarterly Update:
Global Market Outlook
Webinar.

Where are the market’s mispriced opportunities?

8 October 2026
18h00-19h00
Virtual webinar

About this webinar.

At first glance, global equity markets appear remarkably strong. But if you look beneath the surface, a very different picture begins to emerge.

Much of the market’s performance has been concentrated in AI infrastructure and a relatively narrow group of technology companies, while more traditional value-compounders have been left behind. As interest rates start to rise and the cost of capital increases, the price you pay for securities is more important than ever.

Join Portfolio Manager Gary Booysen for our latest Global Market Outlook webinar, as he looks beyond the headline indices to identify where markets may be mispricing value, where opportunities are beginning to emerge and, importantly, what we’re buying as a result.

During the webinar, Gary will cover:

  • The market beneath the market
    Why headline index performance may be masking a much more divided investment landscape.
  • Where is the dislocation?
    The areas of the market where price and underlying value may have become disconnected, and where that is creating opportunities.
  • Is value investing making a comeback?
    Why a changing interest-rate environment could alter market leadership and bring overlooked parts of the market back into focus.
  • AI versus everything else
    How extraordinary investment in AI has shaped market performance, and what happens if investors begin looking beyond the dominant technology winners.
  • What are we buying?
    Where we’re currently finding value, the opportunities we’re acting on and how this is influencing portfolio positioning.

Join us as Gary looks beneath the surface of today’s market and explains where we’re finding value now.

Speaker.

Gary Booysen
Director and Portfolio Manager, Rand Swiss

Gary Booysen is a Director and Portfolio Manager at Rand Swiss—recognised as South Africa’s Top Overall Securities Broker in 2019, 2021, 2022 and 2023; Top Full-Service Broker in 2024; and Top Boutique Wealth Manager in 2025.

He specialises in bespoke portfolio construction, holistic wealth management, and securities broking across local and global markets. A respected financial-market commentator, Gary regularly shares his insights on CNBC Africa, SABC, BDTV and eNCA, as well as through leading South African radio and print publications.