The risk will be greatest if Donald Trump loses to Kamala Harris

SA assets are well placed to take advantage of local and global realignments

A post-election jump to the left is likely to harm all South Africans, especially the poorest

Most assume it will go on in perpetuity, but I believe it is finite and will probably end with a bang, not a whimper

Geopolitics matter, fiscal policy is more powerful and risk-free US assets may not be risk-free in future

Raising offshore investment allowance of retirement funds from 30% to 45% led to negative outcomes

The jury is still out on artificial intelligence being just a bubble or bringing meaningful benefits over time