Izak Odendaal, Investment Strategist at Old Mutual Wealth, examines the impact of Trump’s trade wars, Europe’s economic fragmentation, and rising defence spending. He highlights geopolitical shifts, market trends, and investment insights amid evolving global uncertainties and policy changes.

Towards the second half of last year, it seemed like the long-awaited global interest rate cutting cycle had finally arrived. However, Ané Craig, Fund Manager at PSG Asset Management says markets are dynamic, and the interest rate and inflation paths anticipated towards the end of last year have undoubtedly shifted.

Schroders Capital, the $97.3 billion private markets business of Schroders, have announced the appointment of Vikram Bhandari to the newly-created role of Head and Chief Investment Officer (CIO) of Schroders Capital Solutions.

Maarten Ackerman, Chief Economist at Citadel Investment Services, comments on South Africa’s Q4 2025 Gross Domestic Product (GDP) Data announced today by StatsSA.

PSG Financial Services and ERSA launch #ThinkBigSA 2025, offering R1 million in prizes for innovative solutions on capital markets’ role in economic growth and job creation. Open to all South Africans, entries close 30 August 2025.

Trump’s return to the White House brings renewed trade tensions, with tariffs targeting Mexico, Canada, China, and more. This article explores which economies are most at risk, the economic and equity market impact, and potential implications for global investors.