Mind Over Markets: Is the tide turning for US dominance?

Emerging markets are making waves — and South Africa is riding high. In the latest Money, Markets, and Masterminds podcast, Citywire South Africa editor Ruan Jooste is joined by Sean Neethling, Head of Investments at Morningstar South Africa, to unpack why the MSCI EM Index is booming, how global capital is rotating away from the US, and what it means for local portfolios. From Latin America to the JSE, and from gold miners to tech giants, this episode explores where the value lies — and whether the so-called end of US exceptionalism is finally here. Neethling also explains Morningstar’s current allocation strategy, which markets they’re overweight, and how they’re balancing risk in a volatile world.