INVESTMENT INSIGHTS: How Middle East conflict is hitting your investment portfolio — what (not) to do

2026-03-25 - 18:40

For South African investors, the impact of the Middle East conflict is not an abstract concept, but is showing up in the market through higher oil prices, inflation fears, rand weakness and a sharp reshuffling of winners and losers on the JSE. Let me be clear – this is not the time to make dramatic moves in your investment portfolio. However, you may want to understand what is being repriced, why it is happening, and where the obvious traps lie.