As we await the South African 2025 Budget on 12 March, investors are navigating a complex economic environment. The delay in the Budget, driven by political disagreements over VAT increases, leaves critical decisions on fiscal policy still pending. Global risks, such as escalating trade tensions and uncertainty around US trade policy, further heighten the pressure.
Amid these uncertainties, maintaining a well-diversified portfolio of quality investments is essential. By focusing on high-quality assets across various sectors and regions, investors are better positioned to weather short-term fluctuations and capitalise on long-term growth opportunities.