Oil prices have spiked amid the Iran-Israel conflict, but broader inflationary impact remains limited. George Brown of Schroders explores likely outcomes, the geopolitical calculus, and why oil market disruption may remain contained despite the intensity of the exchange.

Nathan Chandler, Assistant Portfolio Manager at Schroders, highlights a shift away from US assets that could favour emerging markets. With global portfolios heavily skewed towards US equities and the dollar, changing policy dynamics and emerging market fundamentals, like strong external balances, high real interest rates, and undervalued currencies, signal a new era of capital reallocation and opportunity.

Despite global scepticism, China is rapidly innovating across AI, semiconductors, EVs, and robotics. Foord’s Jing Cong Xue unpacks why investors are undervaluing China’s tech-driven growth—and why this mispricing could present one of today’s most compelling investment opportunities.

Despite sluggish economic growth, the JSE All Share Index reached record highs. Izak Odendaal unpacks why markets can rise even as economies falter—highlighting global shifts, policy changes, investor sentiment, and a renewed outlook for South African equities.

Tom Walker of Schroders explores how sustainable real estate, addressing emissions and social impact, drives strong financial returns. By integrating innovation, refurbishment, and data-driven strategies, sustainable properties deliver higher occupancy, lower costs, and resilience—transforming environmental responsibility into portfolio growth.

Despite South Africa’s economic headwinds, Foord Asset Management sees long-term value in overlooked equities. At its latest webinar, Portfolio Manager Wim Murray spotlighted Capitec, Tiger Brands and WBHO as examples of market share winners, self-help stories and last-man-standing opportunities.