Editor’s Thoughts.

Do you know the phrase boiling a frog? The theory is that if you put a frog in room temperature water and slowly turn the heat up, the frog will eventually allow itself to be boiled to death. Macabre I know, but a vivid picture.

As South African investors we need to be mindful that we’re not missing the cues of the rising temperatures – both literally and in the political context. Bianca Botes (Citadel) reminds us that geopolitical events such as conflict, global political instability, trade disputes and sanctions are powerful triggers of market volatility and sharp price swings. Critically, geopolitical events often cause currency fluctuations as investors seek stability.

On the local front, in a recent Foord webinar, respected political and economic analyst, Frans Cronje (Frans Cronje Private Clients) assures that South Africa’s future does not require moonshots – only the political will to match the people’s aspirations. Catch the first episode of EBnet.Stream’s new segment, Power Plays & Pay Days with Frans Cronje Private Clients for more context to this conversation.

Sanlam’s 2025 Benchmark Survey (Publications Podium) tells us that the vast majority of trustees and umbrella participants would prioritise investing in projects that aim to create positive change – with job creation and economic growth being the most area to focus on.

And yet …

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