Sentiment around South Africa’s prospects improved significantly in 2024, but there are still numerous, complex, structural challenges weighing on the country’s long-term outlook. Presenting at the recent Allan Gray Fund Provider, Institutional Clients manager Horacia Naidoo-McCarthy shared a brief overview of the local macro environment. This set the scene for portfolio manager Sandy McGregor and Ninety One’s chief sustainability officer, Nazmeera Moola, to explore the various levers that may unlock economic growth. Watch the 48-minute recording of their conversation 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)
- 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.