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08. The new normal: What lies ahead?
Manage episode 424754969 series 3581045
المحتوى المقدم من Allan Gray. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Allan Gray أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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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