Johan Minnie, CEO of Consult by Momentum, says investors should avoid emotional reactions during periods of market volatility, emphasising that disciplined long-term investing, diversification and staying invested through geopolitical uncertainty remain the most effective strategies for building wealth.

Izak Odendaal, Investment Strategist at Old Mutual Wealth, says the Middle East energy shock has reignited inflation fears and driven bond market volatility, but diversified long-term investment strategies remain essential as markets continue to balance geopolitical uncertainty, central bank credibility and rising global debt pressures.

Duncan Lamont, Head of Strategic Research at Schroders, says while global equity markets remain supported by strong earnings growth, increasing concentration in AI-linked technology stocks, particularly in emerging markets, is making diversification and selective value investing increasingly important for managing portfolio risk.

Daniel Malan, Founder and CIO of Perspective Investment Management, says long-term shareholder returns ultimately reflect the underlying quality and economics of a business, with companies in the same sector often delivering vastly different outcomes depending on their ability to grow profits and generate sustainable returns on capital.

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.

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.