Adriaan Pask, CIO of PSG Wealth, says long-term investment success depends less on predicting markets and more on disciplined behaviour, consistent saving, appropriate asset allocation and avoiding emotional reactions during periods of uncertainty.

Sebatian Mullins, Head of Multi-Asset and Fixed-Income at Schroders Australia, says markets may be underestimating the economic risks of the Strait of Hormuz remaining closed, warning that prolonged energy disruptions could trigger higher inflation, weaker growth and a global stagflationary shock.

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The year started on an optimistic note for the local economy, with expectations of faster growth, lower inflation and falling interest rates. The Government of National Unity (GNU) seemed to be settling in after a few challenges last year, while the February Budget was well-received by the market, showing a gradual improvement in South Africa’s fiscal position.

Daniel Malan, Founder and CIO of Perspective Investment Management, says major oil producers like Exxon Mobil and TotalEnergies have significantly strengthened profitability through disciplined restructuring, but questions whether leadership will hedge elevated oil prices despite the long-term strategic advantages of doing so.

Margo-Ann Werner, Environment Legal Director at Pinsent Masons, says South Africa’s low-carbon sector is attracting strong investor interest, but greater regulatory certainty and scalable infrastructure will be essential to unlock sustainable growth and accelerate the energy transition.