In a keynote address at Allan Gray Fund Provider 2025, Irish economist David McWilliams discussed a range of global developments, such as the return of Trump and how a faltering European Union may fare against an emboldened US. He also explored what these shifts could mean for emerging economies in Africa. Watch the 56-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
- In conversation with chief investment officers – hosted by Tamryn Lamb, with Duncan Artus (Allan Gray), Duane Cable (Ninety One) and Karl Leinberger (Coronation)
- 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
To view all the Allan Gray Fund Provider 2025 content, click here.