In 10X’s July 2026 outlook webinar, Head of Investments Chris Eddy reviewed a volatile first half of the year, marked by falling precious metal prices, a South African trade deficit, and a rotation within AI-related stocks, and outlined a defensive portfolio stance for the rest of 2026. The fund is overweight emerging markets, South African equities, and inflation-linked bonds, and underweight developed market equities and nominal bonds, while holding extra cash for flexibility.
Watch the webinar below: