Insights category - Markets economy
Podcast
Markets & economy

The new normal: What lies ahead?

As memories of masks and lockdown restrictions fade, investors face a new list of challenges. The recent threat of a new banking crisis has proven extremely unsettling and is having a negative impact on sentiment.

In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis and Sandy McGregor, the longest-serving member of the Allan Gray Investment team, reflect on a range of macroeconomic issues as they explain how the current geopolitical dynamics and tightening monetary policy regime are impacting the long-term investment environment. Although Thalia and Sandy sketch the impact primarily for South African investors, it is relevant for Namibian investors too – given the close economic and trade ties between the two countries.

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