Outlook 2025: Navigating Kangaroo Markets, Gold Surges & AI Boom

In this no-fluff, data-packed webinar, ETFSA’s Nerina Visser returns with her signature sharp insights on the year ahead - and the year we just lived through.

From “kangaroo markets” to the AI-fuelled productivity surge, Nerina unpacks global and local macro trends, interest rate shifts, emerging market opportunities, and why gold is having its moment (again).

✨ What’s inside:
• The macro disconnect: why markets are booming while the news cycle screams chaos
• The US vs the rest: are you overexposed to MAG7 stocks?
• Why gold's rally may still have legs
• South Africa’s inflation, interest rate, and bond yield outlook
• ETF picks, portfolio strategy, and the rise of “core and explore”
• How to diversify without over-concentrating

Plus: Nerina’s take on actively managed ETFs, crypto as an asset class,
and what might be next for SA investors.

📌 Past performance does not guarantee future results. Different types of
investments involve varying risk. Take time to do your own research on
your investments in order to make informed decisions.

Disclaimer: Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice

Disclaimer: Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice. Ts and Cs apply.