Interrogating the opportunity in South Africa

Market dislocations in the wake of the COVID-19 pandemic have presented attractive opportunities for investors. The JSE is a good case in point. Presenting during the recent Allan Gray webinar, Perspectives and positioning for 2022, portfolio manager, Tim Acker, discussed the local stock market’s current opportunity set and explained how we are positioning the portfolios to protect investors against a worst-case scenario outcome. Watch the 24-minute recording of the presentation below. For additional insights, you can view a recording of the local and global Q&A session here.