In recent years, South African markets have been significantly influenced by global political developments. Cross-border conflicts, political tensions and trade tussles stemming from the Trump administration’s tariff policies have all contributed to increased market volatility and economic uncertainty.
Hosted by business journalist and news anchor Nompumelelo Siziba at the fifth annual Through the noise retirement benefits conference, Thalia Petousis, portfolio manager at Allan Gray, and Isaah Mhlanga, chief economist and head of Global Market Research at RMB, explore the ripple effects of geopolitical shifts on trade, investment and market stability. The panellists highlight both the risks and opportunities for long-term investors. Watch the 45-minute recording below.
View more of the sessions from Through the noise 2025 and read a summary:
- Bridging the gap: Tech- and AI-driven expansion of pension access – presented by Uche Enemchukwu
- Group risk: Where are we today and where to next? – moderated by Ielyaas Gamiet
- How the retirement regulatory landscape is changing – moderated by Felicia Hlophe
- Cybersecurity and the impact on retirement savers and their administrators – moderated by Craig Sales