Horacia Naidoo-McCarthy

Horacia joined Allan Gray in 2017 and is a manager in the Institutional Clients team. She holds a Bachelor of Science (Honours) and a Master of Science in Genetics, both from the University of KwaZulu-Natal, as well as a Doctor of Philosophy in Human Genetics from the University of Cape Town.

Articles by Horacia Naidoo-McCarthy

Are global investors dependent on great expectations?

By Horacia Naidoo-McCarthy on 06 Jun 2025

Listening time: 52 mins

Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock...

Navigating South Africa’s post-election economy

By Horacia Naidoo-McCarthy and Sandy McGregor on 29 Jan 2025

Viewing time: 48 mins

Sentiment around South Africa’s prospects improved significantly in 2024, but there are still numerous, complex, structural challenges weighing on the countr...

Beyond our borders: A case for investing offshore

By Horacia Naidoo-McCarthy on 02 May 2024

Reading time: 13 mins

Investing offshore should always form part of your long-term diversification strategy. South Africa comprises about 0.3% of the world’s market capitalisation...

What price are we paying for the Russia-Ukraine conflict?

By Horacia Naidoo-McCarthy on 11 Apr 2022

Reading time: 6 mins

As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...