
Energy shock shifts rate outlook and raises stagflation risk
A Middle East-driven energy surge is reshaping inflation, interest rate expectations, and portfolio positioning, with direct implications for South Africa.

A Middle East-driven energy surge is reshaping inflation, interest rate expectations, and portfolio positioning, with direct implications for South Africa.

The Diversified Markets portfolios introduce a measured allocation to private equity, credit, infrastructure, and real assets alongside listed investments.

The AF Infrastructure Impact Fund-of-Funds will invest across multiple sectors, including energy, transportation, and public utilities.