It is impossible to say whether the terrible conflict in the Middle East will deteriorate further, but recent articles and political commentary, point to a risk that global oil markets and global gas markets, could be severely disrupted over the coming months.

Elevated interest rates over the past few years have meant that investors have enjoyed attractive returns from cash investments, deposits and fixed-income funds. However, your selection of income options is more important now than ever with the South African Reserve Bank (SARB) having started a rate-cutting cycle.

George Brown, Senior US Economist at Schroders, cautions against an aggressive rate-cutting cycle by the Federal Reserve, warning it could reignite inflationary pressures. He advocates for a measured pace of easing, emphasising the uncertainty around the "neutral" interest rate and its potential risks.

Lindiwe Matlou, Head of Santam Real Estate, emphasises the need for property buyers to safeguard their investments with comprehensive insurance. Protecting against property damage, liability, and loss of rental income is crucial in today’s recovering real estate market.

Standard Bank Group and Meridiam hosted a joint event focused on unlocking investment in Africa's alternative energy infrastructure. The partnership, which began four years ago, aims to advance energy projects, particularly following South Africa’s recent electricity sector reforms, promoting private sector involvement.

South African markets show resilience despite foreign investor caution, with local sentiment buoyed by Eskom's turnaround and political stability. Key to sustained growth will be improved SOE performance, economic reforms, and renewed foreign investment interest in the coming months.