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Focused on What Matters In 2026

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In this episode, Mel Meltzer and Charolyn Pedlar reflect on the lessons from an unexpectedly strong 2025 and what this means for managing risk through marketcycles in 2026. Drawing on over 25 years of experience, they explain why major downturns are rarely random, how rising risk shows up in credit, valuations and behaviour, and why these signals are used to prepare portfolios rather than predict markets. The discussion also covers South Africa’s improving backdrop and ongoing risks, before showing how Platinum’s disciplined, risk-focused approach is applied across its funds - reinforcing that long-term outcomes are built through preparation, discipline and capital protection, the same habits seen in elite sport.

Show Notes: Chapters
00:00 Reflections on 2025: A Year of Surprises - Market returns, surprises, and key lessons from a strong year.
05:24 Understanding Market Signals and Risk Management - Credit, valuations,and behaviour as indicators of rising risk.
08:44 Navigating Volatility: Lessons for Advisors and Clients - Applying
disciplined, diversified, and risk-focused strategies across Platinum’s funds.
5 Feb English South Africa Investing · Business

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