Season 14 Episode 27
Wendy Myers on AI investing, market volatility and portfolio diversification
07 July 2026 · 36:07 min
AI investing, geopolitical risk and market volatility are reshaping investment decisions in 2026. Wendy Myers explains what South African investors should focus on as global markets navigate uncertainty.
Wendy Myers, Head of PSG Securities, joins Business Talk to unpack the biggest investment… themes shaping the second half of 2026. The discussion explores how geopolitical tensions, rising oil prices and inflation have influenced global markets, why artificial intelligence remains one of the strongest long-term investment opportunities, and what these developments mean for South African investors.
The conversation also examines the resilience of US technology stocks, the outlook for AI infrastructure companies, and why investors should avoid chasing market trends after strong rallies. Wendy shares practical advice on portfolio construction, diversification across sectors and geographies, managing exposure to high-growth stocks, and balancing offshore investments with South African assets. The discussion concludes with her outlook for interest rates, the rand, and the risks and opportunities investors should monitor during the remainder of the year.
Whether you're building a long-term investment portfolio or trying to understand how global events affect South African markets, this episode provides valuable insights into managing risk while staying invested through market volatility.
0:00 Intro
1:40 The biggest market themes of 2026
5:02 Why oil prices matter for investors
9:33 Winners and losers on the JSE
12:37 AI stocks, valuations and market concentration
20:00 Why diversification still matters
31:08 Risks and opportunities for the second half of 2026
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