Managing a range of portfolios across mandates and regions has become increasingly complex in light of significant geopolitical shifts in recent years. At the recent Allan Gray Fund Provider, head of Retail, Tamryn Lamb, hosted a robust conversation with the chief investment officers of three South African asset managers. Allan Gray’s Duncan Artus, Coronation’s Karl Leinberger and Ninety One’s Duane Cable reflected on the key developments that shaped the environment for local and global investors in 2024 and highlighted the most important considerations as we look ahead. Watch the 48-minute recording below.
See more from Allan Gray Fund Provider 2025:
- Rethinking global inflation and rates after the 2024 super-election year – presented by Thalia Petousis
- Navigating South Africa's post-election economy – with Horacia Naidoo-McCarthy, Sandy McGregor and Nazmeera Moola
- In conversation with SARS Commissioner Edward Kieswetter – hosted by Alishia Seckam
- What can we learn from Fartcoin? – presented by Graeme Forster
- Could 2025 be the most consequential year in our lifetime? – presented by David McWilliams
To view all the Allan Gray Fund Provider 2025 content, click here.