Global investing is evolving as geopolitical and economic shifts reshape markets. Curate Investments highlights the importance of blending data-driven discipline with human insight, using diversified global strategies and specialist managers to build resilient portfolios and unlock long-term opportunities beyond local markets.

Central banks are adopting a cautious “wait-and-see” approach as Middle East tensions drive oil prices higher and cloud the inflation outlook. With uncertainty around supply shocks, policymakers are prioritising core inflation and avoiding premature rate moves, while South Africa is likely to hold rates for now.

Global central banks are adopting a cautious “wait-and-see” approach as Middle East tensions raise inflation risks, particularly via higher oil prices. South Africa is likely to follow suit, with the SARB expected to hold rates amid rising fuel costs and uncertain inflation outlook.

Albert Botha, Head of Fixed Income at Ashburton Investments, says escalating geopolitical tensions and surging energy costs have disrupted the expected rate-cut cycle, increasing inflation risks and weakening growth. He expects the SARB to hold rates for now, adopting a cautious, wait-and-see approach amid heightened uncertainty.

The World Gold Council has unveiled a “Gold as a Service” initiative to advance digital gold adoption. By creating shared, standardised infrastructure, it aims to improve accessibility, interoperability, trust, and scalability, enabling gold to integrate more effectively into modern financial systems.

Escalating Middle East tensions are driving market volatility, with oil prices and inflation risks central to the outlook. While global and South African markets have reacted with caution, diversified portfolios and a long-term investment approach remain key to navigating uncertainty and capturing future opportunities.