The Economy in 2026
A World in Flux: Clarity and Opportunity in 2026
The global economy is entering a new era defined not by disorder, but by contested order. Geopolitics has become a structural force shaping capital flows, trade patterns, and business confidence, while artificial intelligence, re-shoring and military rivalry are re-writing the rules of growth. Yet 2025 showed surprising resilience, with easing inflation and lower interest rates restoring momentum. Sub-Saharan Africa’s outlook is quietly constructive, driven by trade and infrastructure investment. South Africa enters 2026 with its strongest macro backdrop in a decade — but political risk remains the binding constraint. The opportunity now lies in execution.
Read the full 2026 Economic Outlook for detailed forecasts and strategy insights below.