ALLAN GRAY – How to deal with periods of instability

Loading player...
GUEST – Siphesihle Zwane, portfolio manager at Allan Gray

With 2024 being an election year for almost half the world’s population, many investors are worried about what the future holds and how it will affect their wealth. But the times we live in will always be uncertain and as long-term investors, it is important
to remain focused on the things we can control, rather than the variables that are out of our control.

Siphesihle Zwane, portfolio manager at Allan Gray, joins Kaya Biz to discuss the current environment, the interplay between skill and luck in investing, and how long-term investors can navigate highly uncertain scenarios.
18 Jun 2024 1PM English South Africa Business News · Investing

Other recent episodes

EXPLAINER - Why some sports stars are worth more than companies.

An 18-year-old footballer valued at more than R6 billion has reignited a global debate: how do we really put a price on modern sports stars? Following a new long-term contract at Barcelona, teenage sensation Lamine Yamal has been named the world’s most valuable footballer — outranking established global icons and…
15 Jan 3PM 22 min

Why central bank independence matters.

GUEST – Prof Jannie Rossouw - Honorary professor at Wits Business School and economist at Altitude Wealth Central bank independence refers to a central bank’s ability to formulate and implement monetary policy - such as setting interest rates and managing liquidity - without direct control or interference from the political…
15 Jan 3PM 19 min

South Africa at Davos 2026: The Investment Message SA Is Taking to the World.

GUEST - Neville Matjie, CEO of Brand South Africa As global leaders gather in Davos under the theme “A Spirit of Dialogue”, South Africa is stepping onto one of the world’s most influential stages to make its investment case amid heightened geopolitical tension, economic uncertainty and rapid technological change. With…
15 Jan 3PM 10 min