In a world of noise and volatility, Adriaan Pask, CIO at PSG Wealth, highlights three structural risks, tech CapEx cycles, speculative investor behaviour, and US fiscal imbalances, urging investors to cut through distractions and anchor strategies in fundamentals.

Many South Africans risk undermining their long-term financial security by not distinguishing between investing for life goals and investing for retirement. Liberty’s Nosipho Nhleko unpacks why Retirement Annuities remain essential for sustainable wealth, tax efficiency, and lasting retirement income.

Old Mutual Wealth’s Izak Odendaal notes that while emerging markets are diverse and face geopolitical, demographic and structural challenges, weaker dollar trends, easing rates, attractive valuations and stronger macro fundamentals could support a cyclical rebound, offering investors renewed opportunities, including in South Africa.

Rob Nagel, Credit Portfolio Manager at Ashburton Investments, reflects on the Ashburton–Jobs Fund partnership that successfully mobilised R900 million in private capital using just R90 million in catalytic capital. The initiative supported over 26,000 jobs in sectors often overlooked by traditional investors.

Despite a tough economic climate, DBSA delivered record profits of R5.3bn, strong cash collections, and expanded development impact. From resilient loan book performance to improved school sanitation, the Bank is proving its role as a catalyst for infrastructure-led growth.

Despite global turbulence in interest rates and fiscal risks from the US to France, South African bonds have outperformed. Old Mutual’s Izak Odendaal unpacks shifting global bond dynamics and why SA debt continues to reward resilient, long-term investors.