# #68 From election fears to fiscal discipline: What Budget 2026 means for your portfolio.

Page: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/68-from-election-fears-to-fiscal-discipline-what-budget-2026-means-for-your-portfolio
Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/68-from-election-fears-to-fiscal-discipline-what-budget-2026-means-for-your-portfolio.md
Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-02-26T12:11:32+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/70
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69a0285d1eb5ccf4566fe68b/media.mp3
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Duration seconds: 1119

## Resource

The National Treasury delivered expenditure discipline, no new bailouts, and a third consecutive primary surplus. Jaco van Tonder discusses the expanded tax-free savings, retirement deductibility, CGT exclusions, and offshore allowances that create planning opportunities advisers should not ignore. Malcolm Charles explores how reduced weekly bond issuance, a rally in long-dated yields, and improving debt dynamics are reshaping the fixed-income opportunity set.  Hosted on Acast. See acast.com/privacy for more information.

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## Transcript

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