In this month's Mosaic podcast, our Chief Economist Mpho Molopyane the Head of Asset Allocation Mandisa Zavala discuss how global markets remain resilient despite rising geopolitical tensions, elevated oil prices, and renewed inflation risks. The conversation explores the impact of central bank policy, global growth trends, and continued investor enthusiasm for AI-driven opportunities. The podcast also examines South Africa's economic backdrop, including slower manufacturing activity, business confidence trends, inflation expectations, and the outlook for interest rates. Finally, the team reviews recent market performance across local and global asset classes and shares key insights for investors navigating an increasingly complex environment.