After an eventful year, many investors are feeling uncertain about how to position their portfolios to fare well in 2023. At the recent Allan Gray and Orbis investment update, Saleem Sonday, head of Retail Distribution, hosted an interactive discussion with Allan Gray portfolio managers Varshan Maharaj and Rory Kutisker-Jacobson, as well as Edward Blain from Orbis. The panel touched on a range of issues that are shaping the global investment environment. Watch a 21-minute recording of their conversation below.
The Allan Gray business and investment updates included a local and offshore update presented by portfolio manager, Rory Kutisker-Jacobson, and a business update presented by head of Retail, Tamryn Lamb.
Links to recordings of these sessions are available below: