CIO Connect Series: Investing on a tightrope

As we enter the final stretch of 2025, investors are walking a delicate balance between resilience and risk. Inflation has eased in key regions, but policy divergence, geopolitical tension, and shifting trade dynamics are shaping a new era for capital markets. While emerging markets like South Africa have outperformed, developed economies continue to digest mixed growth and policy signals. How can investors position across asset classes in a world of transition, innovation, and recalibration? Join our Chief Investment Officers – Gareth Bern (Fixed Income), Ross Biggs (Equities), and Sandile Malinga (Multi-Asset) – as they explore: 

• The macro outlook: The impact of rate cycles, policy shifts and geopolitics
• New growth frontiers: Opportunities in AI, energy transition, digital infrastructure, and critical minerals
• Balancing risk and return: Managing duration, spreads, and tactical exposure in an evolving cycle
• ESG in practice: Integrating sustainability for performance and resilience in volatile markets 

 Moderated by Vishal Bhikha, this session offers first-hand insight into how we’re navigating uncertainty and identifying opportunity for long-term value.