A Private PublicationVolume 1 · 2026

ICONIC Investment
Insights

Considered perspectives on markets, strategy and wealth from ICON Financial Services — published throughout the year, one edition at a time.

Featured · Market Update

Why long-term investments should not be judged by short-term performance

Wessel Vermaas, CA(SA), CFP® · July 2026

With the war in Iran continuing to unsettle markets, a reminder that short-term volatility is a normal part of long-term investing — and why remaining invested, rather than timing the market, has historically rewarded patient investors.

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The 2026 Volume

Every edition, as it is published

Live editions are ready to read. Those still to come are noted below — the volume completes in December 2026.

Quarterly Review · Q1

March 2026

Positioning Through the Pivot

Live

March 2026

How each ICON portfolio is positioned heading into Q2 — what we have added, where we have trimmed.

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Masterclass · No. 01

May 2026

Introduction and Overview

Live

May 2026

The inaugural edition, setting out the framework for the topics explored throughout the series.

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Market Update · No. 1

May 2026

A market in recovery, an outlook reshaped

Live

May 2026

The first ICON Market Update. The war in Iran has materially altered the outlook for 2026.

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Masterclass · No. 02

June 2026

Voluntary versus Compulsory Investments

Live

June 2026

A practical framework for the two broad categories of investment — and how they fit together in a sound financial plan.

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Masterclass · No. 03

July 2026

Tax Considerations When Investing

Live

July 2026

How investment returns are taxed — and why after-tax performance, not gross returns, should guide decisions.

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Market Update · No. 2

July 2026

Why long-term investments should not be judged by short-term performance

Live

July 2026

With the war in Iran unsettling markets, why volatility is normal and staying invested has historically rewarded patience.

Read this issue

Masterclass · No. 04

August 2026

Understanding Risk and the Risk Spectrum

Coming Soon

August 2026

The relationship between risk and return, and how asset classes fit within the broader risk spectrum.

Coming Soon

Masterclass · No. 05

September 2026

Key Considerations When Starting an Investment

Coming Soon

September 2026

Time horizon, objectives, affordability and risk tolerance — the factors to evaluate before committing capital.

Coming Soon

Masterclass · No. 06

October 2026

Foreign Investments

Coming Soon

October 2026

Offshore investing, including diversification benefits, currency considerations and regulatory aspects.

Coming Soon

Masterclass · No. 07

November 2026

Efficient Tax Structuring of Investments

Coming Soon

November 2026

Strategies to optimise after-tax returns through appropriate structuring of investment portfolios.

Coming Soon

Masterclass · No. 08

December 2026

Estate Planning Principles and Opportunities

Coming Soon

December 2026

A foundational look at estate planning, including structuring assets to ensure smooth wealth transfer.

Coming Soon

Quarterly Review · Q3

September 2026

Forthcoming

Coming Soon

September 2026

Quarterly portfolio positioning and macro commentary for the third quarter of 2026.

Coming Soon

Quarterly Review · Q4

December 2026

Forthcoming

Coming Soon

December 2026

Year-end portfolio review and outlook to close the 2026 volume.

Coming Soon