From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigating an increasingly complex and volatile environment. In the first episode of The Allan Gray Podcast, head of Retail Distribution, Tamryn Lamb, hosts a conversation with Allan Gray’s chief investment officer, Duncan Artus, and Alec Cutler, portfolio manager at our offshore partner, Orbis. Delving into many of the critical issues shaping the environment, they explain how they are thinking about these global events and positioning the portfolios for a range of potential outcomes.
You can also listen to the podcast on Apple Podcasts, Spotify and many other popular podcasting platforms.
During this conversation, we refer to an article on the impact of food and fuel price inflation on South African investors by Thalia Petousis, and Tim Acker’s article in our most recent Quarterly Commentary, which explores what has gone wrong with Naspers.
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