Event hub 2025

We host a range of events to share fresh perspectives on markets, the economy and long-term investing. We also cover personal finance themes for investors and topics specifically tailored to financial advisers – from legal, ethics and tax to advice and practice management-related matters. Browse through our event recordings and explore related content below.

Allan Gray Fund Provider 2025

Rethinking global inflation and rates after the 2024 super-election year

by Thalia Petousis on 29 January 2025

The introduction of the Allan Gray Income Fund in May 2024 has broadened Allan Gray’s offering, providing a more comprehensive selection of lower-risk investment options. Thalia Petousis discussed the first nine months of positioning and provided interest rate,...

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In conversation with chief investment officers

by Tamryn Lamb on 29 January 2025

Managing a range of portfolios across mandates and regions has become increasingly complex in light of significant geopolitical shifts in recent years. In conversation with Tamryn Lamb, the chief investment officers of three South African asset managers...

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Navigating South Africa's post-election economy

by Horacia Naidoo-McCarthy, Sandy McGregor on 29 January 2025

Following the well-received formation of a government of national unity and with loadshedding suspended for almost 300 days, sentiment around South Africa’s prospects improved significantly in 2024. But there are still numerous, complex, structural challenges...

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In conversation with SARS Commissioner Edward Kieswetter

by Alishia Seckam on 29 January 2025

2025 is a crucial fiscal year for South Africa, as we host the G20 Summit against a backdrop of escalating geopolitical tension and rapid global change. In conversation with Alishia Seckam, SARS Commissioner Edward Kieswetter shared a range of views on pressing...

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What can we learn from Fartcoin?

by Graeme Forster on 30 January 2025

Graeme Forster provided an update on the Orbis Global Equity Fund, reflected on performance, shared insights on today’s eventful investment environment, and discussed how he thinks about positioning for the next decade...

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Could 2025 be the most consequential year in our lifetime?

by David McWilliams on 30 January 2025

Acclaimed Irish economist David McWilliams posited that 2025 may prove to be the most consequential year in our lifetimes as key shifts take place in various parts of the world. He discussed a range of global developments, such as the return of Trump and how a...

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