The Mosaic Podcast - June 2026 | Asset TV South Africa

Alexforbes is a leading diversified financial services company that provides a range of employee benefit solutions, retirement, health and sustainability consulting and investment and wealth management solutions to corporate clients, financial advisers and individual customers.

The Mosaic Podcast - June 2026

June 11, 2026 | 26m 51s

Learning: Knowledge

In this episode of the Mosaic Podcast, host Mpho Molopyane, Chief Economist at Alexforbes, is joined by Mandisa Zavala, Head of Asset Allocation, for an insightful discussion on the forces shaping today’s investment landscape. Mpho unpacks the global and local macroeconomic backdrop, covering recent US Federal Reserve rate decisions, South Africa’s SARB policy outlook, and geopolitical tensions in the Strait of Hormuz. Mandisa complements this with a deep dive into asset allocation strategy, outlining the Alexforbes asset allocation framework and how key market signals inform portfolio positioning. She also shares insights from the trading desk, noting growing global investor interest in South African equities, with many poised to enter the market when opportunities open. This “wait-and-see” positioning highlights increasing demand, supported by South Africa’s attractive valuations from a pricing perspective.