{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6704f63a835696b02f258dd3/6971a984317f59427417332a?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"#61 Could the momentum run out?","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6704f63a835696b02f258dd3/1769056628050-768924ed-74fe-48a2-bffe-d694373b3654.jpeg?height=200","description":"<p>In 2025, quality investing was overshadowed by AI exuberance, precious metals and momentum-driven market leadership. As volatility re-enters the picture, those same forces are being tested. Sumesh Chetty reflects on why the balance between growth, valuation and resilience is becoming harder to ignore. From gold’s rise to a reassessment of South African assets, he explores what may matter more as 2026 unfolds.</p>","author_name":"Ninety One"}