Despite rising political tension within South Africa’s coalition government, Izak Odendaal of Old Mutual Wealth highlights economic reform progress, institutional strength, and undervalued local assets. He urges investors to remain calm, diversify globally, and avoid knee-jerk reactions to political volatility.

Standard Bank and SACCI have launched the KZN Export Readiness Programme to equip 20 SMEs with export training, funding tools, and market access. The initiative aims to unlock global trade opportunities for KZN businesses and drive inclusive, SME-led economic growth.

As climate risks grow, South African SMEs have a crucial role in the green transition. Shawn Charlie of Business Partners Limited outlines cost-effective sustainability strategies, highlighting how small shifts can boost resilience, reduce costs, and attract eco-conscious customers—backed by tailored SME funding solutions.

South African investors are shifting billions into alternative assets like Westbrooke’s WDO UK Fund, seeking hard currency returns, diversification, and downside protection amid market volatility. Backed by RMB, the fund targets 15%+ returns via hybrid capital in UK lower-middle market deals.

Stagflation may sound alarming, but Duncan Lamont of Schroders reveals that equities have historically held up better than feared. Sector and regional differences matter, and active strategies may thrive as dispersion grows—making panic premature and diversification essential.

Global growth remains modest, limiting equity market upside, says Sebastian Mullins of Schroders Australia. While U.S. data looks resilient, trade uncertainty, geopolitical risks, and fiscal pressures challenge outlooks. Currency shifts favour the euro and yen as USD risks mount amid volatility.