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.

Izak Odendaal, Investment Strategist at Old Mutual Wealth, says despite repeated global crises and market volatility, long-term investors are best served by staying invested, as markets recover quickly and missing key rebound periods can significantly reduce overall returns.

The Two-Pot retirement system offers South Africans limited access to savings for short-term relief while preserving long-term benefits, but successful withdrawals depend on accurate data, compliance, and digital processes, with members urged to use funds cautiously to protect future retirement outcomes.