Editor's Thoughts.
The wait is over as the Soccer World Cup kicks off today with a match that takes us back to 2010 – SA vs Mexico. Today’s episode of Heatwave Horizons, kindly sponsored by Sanlam, explores whether it really is “time for Africa”. Leon surfaces climate change mitigation and adaptation investment opportunities and how these matured over time to be accepted as a strong investment destination, delivering return, risk diversification and impact for pension funds and other investors.
Country against country is not just reserved for the soccer pitch. John Gilchrist (PSG Asset Management) picks up the risk thread at the portfolio level, arguing that in a world of Middle East shocks and stagflation worries, robust diversification still beats clever sounding geopolitical gambles – especially when markets feel as tense as a knockout penalty shootout.
Fitness and health grab some of today’s spotlight as Dr Ron Whelan (Discovery Health) shares how their latest data shows real progress: people living longer, with better outcomes in heart disease, cancer and mental health when prevention, data and behaviour all play in the same direction. And Trecy Tshuma (Alexforbes) reminds younger investors that wealth is built like fitness: slowly, deliberately and with a plan you can actually stick to, not with one heroic “final” like a once‑off big bet.
Finally, Lize de la Harpe (Sanlam) brings it home with a legal reminder that when it comes to inheritance, how you show up on the parenting pitch is a determining factor of whether you get to inherit from your kids. I wonder if this impacts S37C decision making? Register here to hear from the pro's next Wednesday.
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