Kondi Nkosi and Azad Zangana of Schroders discuss how geopolitical shifts and nationalist politics impact global markets and economies, emphasizing long-term investment implications amid recent global events.

As an extension of its 2023 campaign, ‘Best Life’, a tongue-in-the-cheek take on the adventure-filled ads of the 1980s featuring elderly people trying to tick off their bucket lists, Coronation again takes South Africans on a touching journey into a future that was made possible by investing early and for the long-term. 

Inflation, akin to blood pressure in medicine, reveals much about economic health. Recent data from the US and China highlight distinct economic dynamics, reflecting unique post-pandemic recoveries and ongoing challenges in housing and manufacturing sectors.

The projected results of the second round of the French legislative election have provided a major political upset. The far-right National Rally (RN) and its collation partners were widely expected to be the biggest group after a strong performance in pre-election polls and the first round contest. However, collaboration between opposing left-wing and centrist parties have effectively blocked National Rally.

Hayden Giger, Product Head at FNB Home and Secured Lending, highlights how securities-based lending (SBL) offers quick, flexible loans using investment portfolios as collateral, enabling continued growth and diversification without liquidating assets.

Michael Kruger, Senior Investment Analyst at Morningstar South Africa, provides insights on what has been driving the strong upward moves that we have seen in the gold price; the potential role it may play in providing protection against an equity market decline, as a possible inflation hedge and whether including gold in a portfolio can improve long-term returns or risk-adjusted performance.