Geopolitical tensions are reshaping the global investment landscape. In this commentary, Adriaan Pask examines the strategic, economic and political realities behind the United States’ renewed interest in Greenland and whether such an unprecedented deal could ever become reality.

South Africa’s business confidence improved in early 2026, supported by easing inflation and expectations of interest-rate cuts. However, geopolitical tensions, higher oil prices and weak industrial production present downside risks to growth, even as consumer demand and trade activity show resilience.

Prescient has expanded its global fund services footprint with the acquisition of Obsidian Fund Services in Guernsey. The move strengthens its offshore administration capabilities and enhances support for South African and international fund managers operating across multiple jurisdictions.

Rising Middle East tensions have lifted oil prices and revived geopolitical risk. Johann Els explains how higher fuel costs could pressure inflation and the rand, while strong gold and PGM exports may cushion the impact and help stabilise South Africa’s economy.

Discovery Limited delivered strong interim growth driven by its Shared-value model and AI-enabled engagement, with profits, client numbers and Vitality expansion improving across composites while strategic investments and disciplined execution strengthened long-term financial performance and global competitiveness, highlighting sustained momentum.

Bianca Botes of Citadel Global, outlines five structural forces set to shape 2026 FX markets, from AI and climate transition to demographics and sovereign debt, urging South African businesses to adopt strategic, risk-based currency frameworks.