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The new normal: What lies ahead?
Manage episode 424754969 series 3581045
Вміст надано Allan Gray. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Allan Gray або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
As memories of masks and lockdown restrictions fade, investors face a new list of challenges. Locally, loadshedding has eroded business margins and is casting a shadow on the market. Abroad, the 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. The consequences of South Africa’s greylisting ·
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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. The consequences of South Africa’s greylisting ·
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