12. Lessons from the winners and losers of the last five years

--:--

Over the last five years, deteriorating domestic conditions and rapidly developing global trends have seen some well-known stocks, and even entire industries and markets, fall in and out of favour. From Ramaphoria and the COVID-19 pandemic, to the collapse of Steinhoff and Russia’s invasion of Ukraine, investors have been tasked with figuring out who the winners might be in a very complex environment. In conversation with investment analyst Siphesihle Zwane, portfolio manager Jacques Plaut and investment analyst Pieter Koornhof discuss some of the notable winners and losers of the last five years. With the benefit of hindsight, they share some enduring lessons that investors can glean from the not-so-distant past and explain how we apply our investment approach in the current environment.

30 Aug 2023 English South Africa Business · Investing

Other recent episodes

23. Beyond the US: Separating the signals from the noise

The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on impulse. As investors who focus on the fundamentals, the “great election year” has challenged Allan Gray and our offshore partner, Orbis, to continue to filter…

19 Nov 50 min

22. A revival for South Africa’s retail giants?

As sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing improved share performance. Lower oil prices, extended periods of uninterrupted power supply and the recent interest rate cut, which heralds a shift in policy, are notable…

22 Oct 52 min

21. How the great election year has shaped financial markets

Global elections have been a dominant force this year, with sentiment around polling and election results driving volatility in many markets. The ANC’s drastic decline at the polls and the formation of a government of national unity have been of keen interest to investors in SA Inc. Abroad, we have…

18 Sep 50 min

20. Two-pot: How to achieve better retirement outcomes

The new two-pot retirement system has been designed to improve retirement outcomes for South Africans, while allowing some access to retirement savings in case of severe financial stress. However, there are some hidden risks that investors should be aware of to ensure they don’t inadvertently offset its intended benefits. Richard…

5 Aug 40 min

19. Building multi-asset portfolios in an uncertain world

Periods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change, multi-asset portfolio construction becomes an increasingly complex task. For some time, our offshore partner, Orbis, has warned that the environment appears to be changing,…

26 Jun 54 min

All episodes