Editor's Thoughts.

That was quite the sporting weekend. The highlight, of course, being the Springboks’ 43–28 win over the All Blacks in Baltimore, and a 3–1 series victory, giving us plenty to celebrate. It was a great example of what happens when preparation, depth and calm decision making come together when it matters most.

The markets, unfortunately, are not feeling quite as settled. Bianca Botes (Citadel Global) looks at what oil above $100 a barrel could mean for inflation, interest rates and South Africa’s fuel-import bill. It is another reminder that global shocks have a way of finding their way into our everyday costs. (Spoiler alert: reports over the weekend warned of an October petrol price increase of over R2/l – sending our petrol prices to the highest levels ever.)

Sticking with the macro’s, we also have the Federal Reserve announcing its interest rate decision this Wednesday (8pm our time). Economists and financial markets are predicting a significant shift toward a 0,25% interest rate hike, driven by hotter-than-expected inflation data. And we know that what happens over there, impacts what happens over here.

So where do investors look for returns? Well, challenging conditions often create opportunity. Ninety One’s latest piece looks at growing investor interest in emerging market private credit, particularly in things like renewable energy, digital infrastructure and long-term development projects. And Morgan Stanley’s new Sustainable Reality research also offers some encouraging news: sustainable funds outperformed their traditional peers in the first half of 2026.

Like I say to my kids: someone’s always making money. And perhaps the takeaway for the week is to stay alert, stay flexible and, like the Boks, be ready to take your opportunities when they come.

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