In a time of heightened market volatility and geopolitical uncertainty, John Gilchrist of PSG Asset Management highlights the importance of independent thinking, avoiding knee-jerk reactions, and focusing on long-term fundamentals to uncover resilient investment opportunities amid changing global dynamics.

Old Mutual Wealth’s Izak Odendaal draws parallels between Led Zeppelin lyrics and Trump’s trade war, unpacking its ripple effects on markets, global economies, and investors. A compelling read on uncertainty, tariffs, and how to steady your investment strategy amid chaos.

The Clean Technology Fund, has recently launched and secured an initial commitment of R2,4 Billion ($120 million) under Airnergize Capital Fund I, which aims to drive and advance sustainable clean technology investments across Southern and broader Africa

The global economic landscape is increasingly resembling a complex game of chess, characterised by uncertainty, dynamic moves, and potentially profound consequences. Investors must maintain a clear perspective and anticipate a fluid environment.

Energy transition investment is extremely important in the broader infrastructure landscape, with renewable energy alone accounting for between 50% and 60% of all completed transactions consistently since 2018, and in aggregate half of total infrastructure deal volume over the past 15 years (see chart).

This article explores the possibility of environmental, social and governance (ESG)-related disputes arising from the Lobito Corridor project and considers international arbitration as a key mechanism for resolving such disputes.