CREDO

Thomas Keogh February 2026

February in review

Financial markets faced competing forces in February, with encouraging economic data and easing inflation pressures offset by rising geopolitical risks and growing questions around the scale of AI-related investment. US equities lost momentum, with the S&P 500 and Nasdaq falling by 0.8% and 3.3%, respectively, as technology stocks came under renewed pressure amid easing earnings expectations and stretched valuations, while concerns over future AI driven...

Click below for the latest factsheets.

Best Ideas Portfolio Dividend Growth Portfolio
Multi-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30

Billy Pain March 2026

Credo Partner Breakfast

Credo recently hosted a Partner Breakfast at York Gate, bringing together professional partners for an engaging discussion on current market conditions and tax year end financial planning.

The session featured insights from Jarrod Cahn (Global Equity Fund), Ben Newton (Credo Dynamic Fund) and Ross D’Addio (Financial Planning), who shared practical perspectives on navigating market volatility, portfolio positioning and planning opportunities ahead of the tax year end.

Thank you to everyone who joined us for an insightful and collaborative morning. We look forward to continuing the conversation with our partners over the coming months.

Ben Newton March 2026 CNBC Africa

Ben Newton featured on CNBC Africa’s Closing Bell

Last week, Ben Newton, Co-Manager of Credo Dynamic Fund, made another appearance on CNBC Africa to discuss the current market volatility amid geopolitical conflict in the Middle East (from 1:22).

Lara Meyer March 2026 Resource Plus

A Standout Partnership

Great to see our Partnership Programme featured by our friend Brendon Stevens on the Resource Plus blog, following his visit to the 2026 Finance, Accounting & Bookkeeping Show. Brendon highlighted Credo as a standout example of how a strong partnership model can support firms as they navigate regulatory change and the shift toward deeper client relationships. Proud to be part of the conversation shaping the future of the profession.

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Charles van der Merwe March 2026

CEO Dinner

We were delighted to host a group of our Financial Intermediary clients last night for an evening of insightful discussion at The Shard.

Credo’s investment team shared meaningful updates across our range of solutions, reinforcing our position as both an investment manager and wealth platform partner. Credo offers a comprehensive suite of solutions designed to support Financial Intermediaries and meet the evolving needs of their clients.

Charles van der Merwe provided a business update and overview of upcoming enhancements to the Wealth Platform.

Deon Gouws shared his insights on the Multi-Asset Portfolios range, highlighting performance and how we build diversified offerings.

Jarrod Cahn provided a deep dive into the Equity Solutions and how we approach quality, conviction and long term value.

Rupert Silver presented an update on the Dynamic Fund and Fixed Income solutions, emphasising the disciplined and adaptable nature of our investment process.

It was a pleasure to bring together clients and colleagues for great food, lively conversation and a collaborative atmosphere.

For more information on our investment solutions, please click below.

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Deon Gouws March 2026 Financial Mail

View from the Thames

A recent piece by Citrini Research in the US provided a very bearish outlook based on developments on the artificial intelligence front.

In his latest Financial Mail column, Credo’s Chief Investment Officer, Deon Gouws, offers perspective.

You may need to subscribe to read this article.

Read the (paywalled) article Read the PDF

@DeonGouws_Credo

Lara Meyer March 2026

Credo makes its mark at FAB.UK

Last week, FAB.UK brought together thousands of finance, accounting and bookkeeping professionals for two days of insight, innovation and real conversations about the future of the profession. As a growth led event designed for decision makers, it’s one of the most valuable places for firms to explore new ideas and connect with partners who can help them scale smarter.

For Credo, it was a standout moment.

Across both days, the team engaged in thoughtful, high quality conversations with firms from all over the UK. Each one reinforcing the appetite for better ways to support clients and build stronger, more resilient businesses. The buzz around the stand made it clear just how much interest there is in what Credo brings to the industry.

From a brand perspective, FAB.UK was exceptional exposure. The stand, messaging and overall presence resonated strongly with attendees, giving us the opportunity not only to connect with new firms in the accounting space, but also to showcase Credo’s broader offering.

It was a brilliant experience from start to finish. A combination of meaningful conversations, strong team energy and a polished brand presence that stood out on a busy show floor.

The momentum from FAB.UK sets a powerful foundation for the future Credo is building in this space.

Archie Mayer March 2026

Preparing for the 2025/26 tax year end

What clients should be thinking about now? As we approach the end of the 2025/26 tax year, there are a number of important planning opportunities and deadlines for individuals, families and business owners to consider. In this short video, Credo’s Archie Mayer and Ella Austin highlight some of the key areas to review ahead of tax year end, from allowances and wrappers to timing considerations, helping clients ensure nothing is overlooked before 5 April.

For a deeper dive into the key planning themes, you can also explore our full 'Tax Year End Planning guide', which outlines the main strategies to consider across accumulation, retirement and succession.

Check out the guide

Billy Pain March 2026 Accountingweb

From pie & mash to portfolios

What can a 111 year old pie & mash shop teach us about markets, wealth management and accountancy? In a new AccountingWEB article, Billy Pain reflects on lessons from S.R. Kelly’s (a family business that recently turned 111 years old) and draws parallels with what truly drives long term success in advice-led professions.

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Rupert Silver March 2026 Trustnet

Credo Dynamic Fund featured as a “top multi-asset fund” by Trustnet

Credo Dynamic Fund Managers Rupert Silver and Ben Newton recently spoke with Trustnet about the Fund’s positioning and performance. In particular, they discussed their underweight position in fixed interest investments in favour of more exciting opportunities in alternative asset classes, such as REITS and commodities. This approach has paid off, helping the Fund to produce top-quartile performance over the past 1, 3 and 5 years.

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Lara Meyer March 2026 Accountingweb

Choose the right model for wealth management advice

Jake Smith compares and explains in detail the different wealth models accounting practices can adopt. At Credo, we believe the dedicated partnership model is the most effective.

We’ve been building these partnerships for years and have consistently found that they lead to the most favourable outcomes for the client [of the accountant].

This collaborative approach gives accountants oversight of their clients’ wealth journey, requires no exclusivity when referring clients elsewhere, and keeps the Credo wealth manager accountable for the entire relationship.

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Ben Newton March 2026 Trustnet

Credo Dynamic Fund highlighted by Trustnet

The Credo Dynamic Fund was recently identified by Trustnet as one of three funds that have topped the IA Mixed Investment 40-85% Shares sector on multiple fronts over the past 3 years (to end of 2025). The highly competitive sector features approximately 215 funds in total. The detailed research scored funds on ten key metrics, including cumulative and discrete year returns, annualised volatility, alpha generation, Sharpe ratio, upside/downside capture and maximum drawdown. Trustnet also noted the Fund’s flexible approach, combining long-term core holdings with tactical opportunities.

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Deon Gouws March 2026 CNBC Africa

Deon Gouws featured on CNBC Africa

Last week, Deon Gouws, Chief Investment Officer at Credo, once again featured on CNBC Africa.

@DeonGouws_Credo

Deon Gouws March 2026 News24

Deon Gouws featured on Bruce Whitfield’s Business Week podcast

Last week, Deon Gouws, Chief Investment Officer at Credo, was once again interviewed by Bruce Whitfield on his weekly News24 podcast (from 21:40).

@DeonGouws_Credo

Thomas Keogh February 2026

January in review

January began with heightened volatility across global markets, as investors navigated geopolitical shocks, including Venezuela’s sudden political upheaval and rising tensions between the US and Europe over Greenland, yet equities ultimately outperformed, supported by resilient economic...

Click below for the latest factsheets.

Best Ideas Portfolio Dividend Growth Portfolio
Multi-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30

Billy Pain February 2026 Accountingweb

Why junior ISA money still pours into cash?

Despite Junior ISAs being designed for an 18 year investment horizon, the majority of contributions continue to flow into cash rather than globally diversified investments.

In a recent article for AccountingWEB, Billy Pain explores:

1. Why cash feels safe but often fails to protect long term purchasing power

2. How time and compounding do most of the heavy lifting

3. Why globally diversified, evidence based investing aligns well with JISAs

4. The opportunity for accountants and advisers to reframe the conversation with families

When a product is built for long term growth, the default choice deserves a second look.

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Jason Spilkin February 2026

A crucial crossroads for product safety

In the American justice system, the path to resolution can often feel complex and winding. It is sometimes said that you get the justice you can afford but the story of Monsanto (now majority-owned by Bayer) proves that money does not buy justice. Federal litigation typically begins at district courts, from which decisions may be appealed...

Read the full Spotlight

Billy Pain February 2026 Accountingweb

Beyond the numbers: How accountants are looking to holistic advisory services

In this latest AccountingWEB piece, Jake Smith speaks with John Gaskell and Billy Pain on why accountancy is moving beyond compliance and towards truly holistic advisory. As technology handles the numbers, deeper advice and joined up thinking are where real client value is created.

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Deon Gouws February 2026 Financial Mail

View from the Thames

There’s lots of talk about a bubble in Artificial Intelligence stocks.

In his latest Financial Mail column, Credo’s Chief Investment Officer, Deon Gouws, considers a few contrasting pieces on this topic from leading players in the world of investing.

You may need to subscribe to read this article.

Read the (paywalled) article Read the PDF

@DeonGouws_Credo

Simon Weatherup February 2026 Accountingweb

Fiery markets? Why planning beats predictions

Is the Year of the Fire Horse a sign of market volatility? Looking back to 1966 suggests it might have been. But the real lesson isn’t about predictions, it’s about preparation.

Simon Weatherup, Wealth Manager at Credo, explores what history tells us, why diversified portfolios matter, and how an investment “MOT” can keep clients aligned with their risk, objectives and long-term plans.

1. Short-term market moves are inevitable

2. Long-term outcomes are driven by structure and discipline

3. Planning should be built to withstand any year – fiery or not

A light-hearted theme with a serious message: confidence comes from a robust financial plan, not a forecast.

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Billy Pain February 2026 Accountingweb

Should we rename the stocks and shares ISA?

In our latest contribution to AccountingWEB, Credo’s Billy Pain explores how the long standing naming of the Stocks and Shares ISA may be unintentionally discouraging UK savers from taking advantage of a broader range of investment options.

Despite being one of the most powerful tax efficient wrappers available, many savers still default to Cash ISAs often because “stocks and shares” suggests equity only, higher risk investing.

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Ross D’Addio February 2026 Accountingweb

What is an Offshore Bond and when to consider them?

Ross D’Addio explores the role of offshore bonds as a tax-efficient investment wrapper, highlighting how they can provide flexibility for UK clients in managing tax liabilities, retirement planning, and estate strategies. Rather than being an investment themselves, offshore bonds act as a vehicle to hold assets such as funds or discretionary portfolios, with the key advantage of deferring tax until withdrawals or encashment.

Ross D’Addio outlines scenarios where offshore bonds may be suitable, such as for higher-rate taxpayers, those maximizing ISA and pension allowances, or families considering wealth transfer and cautions that they may be less appropriate for clients needing short-term access or with unused tax-efficient allowances. His article underscores the importance of professional guidance when considering offshore bonds as part of a diversified financial plan.

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Billy Pain February 2026 Business Report

How the Three-Bucket framework secures your succession journey

Following a recent feature in AccountingWeb, Billy Pain’s latest piece exploring how the three-bucket framework can help secure a clear and effective succession journey has also been published by Business Report.

The article highlights the importance of structured financial planning when balancing income needs, capital preservation and long-term legacy objectives.

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Billy Pain February 2026 Accountingweb

Three-Bucket Framework for business owners navigating succession

Succession planning is rarely just a technical exercise. For many business owners, it is deeply personal and often overwhelming. One way to bring structure and clarity to this complexity is the Three-Bucket Framework, drawing on principles popularised in The Aspirational Investor by Ashvin B. Chhabra.

The framework encourages business owners to think about their wealth across three distinct buckets:

1. The Bulletproof Bucket

2. The Compound & Grow Bucket

3. The Aspirational Bucket

When these buckets are intentionally balanced, business owners can protect what matters most, grow capital sustainably, and still pursue future ambitions with confidence.

Billy Pain explores how this framework can support better succession planning conversations in our latest AccountingWEB article.

Learn more

Thomas Keogh January 2026

December in review

December failed to deliver on the “Santa Claus Rally” many investors anticipated, but global markets still ended the year on a positive note supported by easing inflationary pressures, solid corporate earnings, and expectations that major central banks will continue lowering interest rates in...

Click below for the latest factsheets.

Best Ideas Portfolio Dividend Growth Portfolio
Multi-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30

Deon Gouws January 2026 News24

Deon Gouws featured on Bruce Whitfield’s Business Week podcast

Last week, Deon Gouws, Chief Investment Officer at Credo, was once again interviewed by Bruce Whitfield on his weekly News24 podcast (from 26:37).

@DeonGouws_Credo

Deon Gouws January 2026 Financial Mail

View from the Thames

How tumultuous were financial markets actually over the course of 2025?

In his first Financial Mail column for this year, Credo’s Chief Investment Officer, Deon Gouws, reflects on this question, from the perspective of his 30 years of experience within the investment management industry.

You may need to subscribe to read this article.

Read the (paywalled) article Read the PDF

@DeonGouws_Credo

Billy Pain January 2026 Accountingweb

Credo Featured in AccountingWEB

Jake Smith examines how strategic partnerships support practice growth. Stephen Kenny from PKF Littlejohn explains how the firm is increasing revenues and improving client satisfaction through an innovative wealth management partnership.

Learn more

← 2025 2026

News

February in review

Credo Partner Breakfast

Ben Newton featured on CNBC Africa’s Closing Bell

A Standout Partnership

CEO Dinner

View from the Thames

Credo makes its mark at FAB.UK

Preparing for the 2025/26 tax year end

From pie & mash to portfolios

Credo Dynamic Fund featured as a “top multi-asset fund” by Trustnet

Choose the right model for wealth management advice

Credo Dynamic Fund highlighted by Trustnet

Deon Gouws featured on CNBC Africa

Deon Gouws featured on Bruce Whitfield’s Business Week podcast

January in review

Why junior ISA money still pours into cash?

A crucial crossroads for product safety

Beyond the numbers: How accountants are looking to holistic advisory services

View from the Thames

Fiery markets? Why planning beats predictions

Should we rename the stocks and shares ISA?

What is an Offshore Bond and when to consider them?

How the Three-Bucket framework secures your succession journey

Three-Bucket Framework for business owners navigating succession

December in review

Deon Gouws featured on Bruce Whitfield’s Business Week podcast

View from the Thames

Credo Featured in AccountingWEB

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