Editor's Thoughts.

There was heaps of energy and plenty of big picture thinking at yesterday’s CFA Society South Africa conference. From how African capital can work harder for African opportunity, to the need for trustees and advisers to keep learning as markets, technology and geopolitics shift around them. My article will catch you up on my highlights, but you don’t have to hear only from me! EBnet’s podcast booth was at the event, interviewing speakers and conference delegates – catch the vibes here.

One comment has stuck with me. The point was made by Mbakisi Gopolong (Debswana): “We must be prepared to do the hard”. Thriving, even surviving, in the current geopolitical climate with an uncertain future dominated by technology is going to need some hard decisions. But you can go listen to my chat with him to get more on that.

Just to keep the global backdrop spicy, the Bank of England held rates at 3.75% yesterday. So this week we’ve had one increase (USA) and one hold (UK) – where does that leave South Africa’s MPC at next week’s meeting? Well, I think yesterday’s BoE 6–3 split vote together with warnings about energy-driven inflation leading towards a later hike in the UK, sends an unsubtle message. But, as always, I’m no economist – and these are just my thoughts.

As (more) pressure mounts on the South African household’s purse, René Moonsamy’s (National Debt Counsellors Association) article is a sobering reminder of what happens when the monthly budget no longer stretches: more households are using credit simply to survive, turning short-term gaps into long-term pressure.

And on the technology front, Rhian Letts (Investec) argues that AI is not really a technology story; it is a human one. The W won’t go to those with the most licences, but to those who learn, experiment and rethink how work gets done.

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