Everything you need to know about the markets this week
Weekly opportunities podcast EP 28
This week we cover all the latest US earnings including Google, Intel and ServiceNow. We also discuss the overall AI theme post results as well as the impact the US Iran conflict is having on markets and the oil price. Lastly what to look out for next week and Chantal's stock pick.
28 July 2026
Trade Ideas
Local Trade Idea: Investec Ltd (INL SJ) - BUY
We enter a long position with a target price of R153.00 and a stop-loss of R128.00.
21 July 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 27
20 July 2026
Retirement Insights
The challenge of using access wisely without borrowing too much from tomorrow
17 July 2026
Retirement Insights
AI can open the door to retirement awareness, but human advice turns information into a plan
For many South Africans, the hardest part of retirement planning is not deciding whether they need to be doing it; it's figuring out where to begin. Unsurprisingly, this uncertainty is especially visible among people who don't yet have a retirement plan, and for many of them, the knowledge and access barriers have become more pronounced since 2025.
17 July 2026
Retirement Insights
The real cost of retirement is often shaped by what people did not plan for
17 July 2026
Retirement Insights
Retirement Insights Survey 2026 | FNB
This year's FNB Retirement Insights Survey highlights how artificial intelligence is transforming retirement planning, enabling more personalised financial advice, smarter retirement savings strategies, and proactive wealth management through data-driven insights.
16 July 2026
Retirement Insights
The importance of helping South Africans take the next retirement step
16 July 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 26
13 July 2026
Economics Weekly
Outlook update: Near-term pressures, but medium-term prospects remain constructive
The domestic macroeconomic environment remains challenging in the near term but is expected to become increasingly supportive over the medium term. Real GDP growth is projected to improve modestly from 1.1% in 2025 to around 1.2% in 2026 (revised up from our previous forecast of 1.0%), reflecting positive carry-over effects from the stronger-than-expected first-quarter outcome. Growth is expected to strengthen further to 1.3% in 2027 and around 2.0% by 2028/29. Although our latest near-term forecast remains below our pre-war projection, reflecting the economic effects of the Middle East conflict, the medium-term outlook remains constructive. Lower borrowing costs and continued structural reforms are expected to gradually improve business confidence, investment and employment, providing a firmer foundation for stronger economic growth.
10 July 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 28
28 July 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 28
28 July 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 27
20 July 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 21
08 June 2026
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
