Abdul Vally, CEO of Coface South Africa, says overcoming economic stagnation will depend on sustained structural reforms, credible policy execution, and business confidence, with trade credit insurance playing a key role in enabling companies to invest and grow despite uncertainty.

Mark Lacey and Alex Monk of Schroders say geopolitical tensions have exposed a structural global energy supply-demand imbalance, signalling a long-term investment cycle where energy equities may outperform as sustained demand growth and constrained supply drive higher prices and opportunities.

Reza Hendrickse, Portfolio Manager at PPS Investments, says geopolitical shocks disrupted early-2026 market optimism, increasing volatility and inflation risks, but emphasises that disciplined, diversified investing remains key to navigating uncertainty and capturing long-term opportunities.

Phuti Senyatsi, Portfolio Manager at Sanlam Alternative Investments, says impact-driven financing is enabling Wetility to scale its clean energy solutions while creating inclusive employment, demonstrating how SMME investment can drive both economic growth and meaningful social impact in South Africa.

Mark Phillips, Head of Portfolio Management and Analytics at PPS Investments, says rising inflation driven by higher fuel and utility costs may delay rate cuts, with central banks likely to remain cautious and potentially hike rates if inflation pressures persist.

Reza Hendrickse, Portfolio Manager at PPS Investments, says the global outlook has weakened due to the Middle East conflict and oil shock, increasing stagflation risks and delaying rate cuts, while South Africa’s improving economic trajectory now faces renewed inflation and external pressures.