Glacier Invest

Investors face more choice and more uncertainty than ever before. Discover how intelligently designed investment solutions can help transform complexity into confidence. Read our article to learn more. #SimplicityIntelligentlyDesigned #GlacierInvest #DiscretionaryFundManagement #DFM

Oil prices are sending a warning signal, but market participants have not yet reacted with the same level of concern reflected in previous oil shocks. Higher oil prices support energy-sector returns, but investors should watch for second-round effects on inflation, interest rates, and consumer spending, especially if volatility eventually catches up with the oil price surge. Normally, when oil prices jump sharply, volatility tends to rise as investors become uncertain about future supply, demand, or geopolitical developments. This time, volatility has increased only modestly relative to the price move. #GlacierInvest #ChartOfTheWeek #OilPrices #Volatility

In Q2 2026, seasonally adjusted GDP increased by 0.6% in the euro area and by 0.7% in the EU, compared with the previous quarter, exceeding US GDP growth. The US economy has generally outperformed the EU and euro area in terms of quarterly GDP growth since 2022, although US growth has been more volatile. Europe, however, appears to be gaining momentum in recent quarters. The recent pickup in EU and euro area GDP growth could be a positive sign for European assets if the trend continues, leading investors to reassess opportunities outside the US. #GlacierInvest #ChartOfTheWeek #EuroareaGDP #EUGDP

In a rapidly evolving investment world, advisers are expected to navigate expanding choice, shifting markets and increasingly complex portfolio decisions. Glacier Invest helps simplify that journey, turning infinite investment opportunities into intelligent, effortless outcomes. Through rigorous thinking, disciplined portfolio construction and adviser-focused support, we help advisers move from complexity to clarity, so they can focus on what matters most: their clients. Simplicity, intelligently designed. Learn more: https://bit.ly/4yCcAcF #GlacierInvest #SimplicityIntelligentlyDesigned

US real GDP grew at an annualised rate of 1.5% in the second quarter of 2026 (April to June), according to the latest estimate from the US Bureau of Economic Analysis (BEA). This follows growth of 2.1% in the first quarter. Economic activity in the second quarter was supported by stronger consumer spending, exports, and investment, although these gains were partly offset by a decline in government spending. Imports also increased, which negatively affected GDP growth, as imports are subtracted when calculating GDP. #GlacierInvest #ChartOfTheWeek #USGDP #Imports

Today, Glacier Invest joined Investment Think Tank 2026 in Gqeberha, marking the final regional session of this year’s roadshow. Niel Hougaard, CFA represented Glacier Invest, connecting with advisers and industry peers to reflect on the investment landscape, share perspectives and explore the questions shaping the future of advice and investing. As the regional series draws to a close, we’re proud to have been part of these conversations across the country bringing together industry voices, challenging thinking and sharing insights that can help build better investment outcomes. #InvestmentThinkTank #GlacierInvest #InvestmentInsights #AdviceLedInvesting @TheCollaborativeExchange

The investment landscape is changing and the questions advisers are asking are changing with it. Today, Glacier Invest joins Investment Think Tank 2026 in Durban, where Niel Hougaard, CFA will be part of the conversation around the ideas, trends and investment considerations shaping portfolios today. As the event series continues, we’re looking forward to hearing different perspectives, exchanging insights and exploring how advisers and investment professionals can navigate an increasingly complex environment. Durban, we’re ready for the conversation. #InvestmentThinkTank #GlacierInvest #InvestmentInsights #PortfolioConstruction @TheCollaborativeExchange

UK inflation accelerated in July, mainly due to higher energy costs after Ofgem increased its domestic energy price cap by 13%. Inflation reached its highest level since March 2026, reflecting the growing impact of the Iran conflict on household energy bills. While the Office for National Statistics reported the sharpest increase in gas prices in nearly four years, food inflation fell to its lowest level in almost five years. At its July meeting, the Bank of England indicated that it was prepared to respond if inflationary pressures persisted, although most economists believe further intervention may not be necessary. #GlacierInvest #ChartOfTheWeek #UKInflation #InterestRateCuts

What’s keeping DFMs awake at night when it comes to building resilient investment portfolios?   That’s one of the key questions being explored at Investment Think Tank 2026.   Representing Glacier Invest, Patrick Mathabeni, joined fellow industry professionals in Pretoria yesterday for a candid look at the realities facing DFMs; from navigating market uncertainty and portfolio construction to balancing resilience with the evolving needs of advisers and investors.   Because building resilient portfolios isn’t just about responding to what markets are doing today. It’s about thinking ahead, challenging assumptions and preparing for what comes next.   #InvestmentThinkTank #GlacierInvest #InvestmentInsights #PortfolioConstruction #AdviceLedInvesting @TheCollaborativeExchange

Today, Glacier Invest is at Investment Think Tank 2026 in Mbombela.   Representing Glacier Invest, Patric Mathabeni is joining advisers and investment professionals for meaningful discussions on the trends, opportunities and challenges shaping today’s investment landscape.   We’re looking forward to connecting with attendees, sharing perspectives and being part of the conversation on what it takes to navigate an evolving investment environment.   #InvestmentThinkTank #GlacierInvest #InvestmentInsights #PortfolioConstruction @TheCollaborativeExchange