May 19, 2026
Cooperation, Competition and Conflict
An analysis of the evolving US-China relationship explores trade imbalances, currency tensions, technological rivalry, Chinese economic weaknesses, equity market valuations and geopolitical risks, arguing that while strategic competition between the superpowers is inevitable, maintaining cooperation remains essential to avoiding conflict.
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May 18, 2026
Outcomes-based bonds as Africa's most powerful tool for solving the water crisis
Khurshid Fazel, Partner at Webber Wentzel, says outcomes-based water bonds could become a critical tool for financing Africa’s water infrastructure by linking investor returns to verified environmental outcomes and unlocking private capital for sustainable water security projects.
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May 18, 2026
Safe harbour when shocks strike
Paul Cluer, Managing Director at Foord, says the sharp market turmoil triggered by the Middle East energy shock highlighted the importance of capital preservation, with Foord’s defensively positioned portfolios outperforming peers by limiting losses during March’s global sell-off.
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May 18, 2026
Economic and Strategy Viewpoint - Q2 2026
The Middle East conflict is expected to push global inflation higher and slow economic growth, but weaker demand should prevent major central banks from aggressively raising interest rates despite rising energy and supply-side pressures.
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May 12, 2026
Know your investor archetype: the behaviour that drives long-term outcomes
Adriaan Pask, CIO of PSG Wealth, says long-term investment success depends less on predicting markets and more on disciplined behaviour, consistent saving, appropriate asset allocation and avoiding emotional reactions during periods of uncertainty.
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May 12, 2026
Global Market Outlook - The clock is ticking, but Trump may have time to buy
Sebatian Mullins, Head of Multi-Asset and Fixed-Income at Schroders Australia, says markets may be underestimating the economic risks of the Strait of Hormuz remaining closed, warning that prolonged energy disruptions could trigger higher inflation, weaker growth and a global stagflationary shock.
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