Position your portfolio for 2026 with Simon Brown

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Simon Brown | Bonolo Modise | Adishan Naidoo

Simon Brown | Bonolo Modise | Adishan Naidoo

Bye-bye 2025. You’ve been a year. From the liberation day sell-off in April the Rand has strengthened almost 300c to trade under R17/US$ and the Top40 has rallied over 30% to all-time highs. It’s been wild, but profitable.

Against this backdrop we ended the 2025 Standard Bank Power Hour season with our traditional year end prediction show in which Simon Brown looks ahead to 2026 and how we should position our portfolios.

This will be the thirteenth year doing this event and as always Simon starts by looking back at his 2025 predictions to check in how he did last year.

Then he looks forward to 2026 and try and answer some of the burning questions such as;

  • Where to for gold?
  • Can the Rand get to R15/US$?
  • More credit upgrades?
  • US markets and the AI surge, is it a bubble?
  • Will SA Inc. stocks finally start moving higher?
  • Will tariffs remain in force?
  • His preferred local stocks.
  • And more, much more.

Always a hugely fun event this one is not to be missed.


Power Hour


How do you make sense of the financial markets? How do you interpret the latest financial news? Where do you learn how financial instruments work? How can you learn to invest?

The Power Hour started in 2011 with top industry experts presenting to private investors on financial issues closest to their heart. Power Hours are now both live in-person presentations in Johannesburg, and broadcast live online.