Kaya 959 Kaya Biz

ALLAN GRAY: Long-term lessons for navigating volatility.

--:--
GUEST – Horacia Naidoo-McCarthy, a manager in the Institutional Clients team at Allan Gray
As US President Donald Trump announced steep tariffs earlier this month, global share markets sold off massively. Investors were clearly rattled by the potential impact that these tariffs could have on global trade and shifted their portfolios accordingly. As with COVID-19, understandably, many investors reacted emotively and locked in permanent losses as a result.
Extreme situations make us feel like we have to do something different to respond to the current moment; but perhaps the best course of action is to stick to the basics and follow the logic that has proven to pay off over long time periods. Horacia Naidoo-McCarthy, a manager in the Institutional Clients team at Allan Gray, joins Kaya Biz to share some long-term lessons on navigating extreme volatility – based on what we have seen in the past.
15 Apr 2PM English South Africa Business News · Investing

Other recent episodes

The business of Comrades Marathon

GUEST – Alain Dalais General Manager, Comrades Marathon Association The Comrades Marathon is far more than a grueling ultramarathon - it’s a world-renowned sporting event that has become a cornerstone of South Africa’s athletic and economic calendar. Every year, thousands of runners from around the globe descend on KwaZulu-Natal to…
10 Jun 5PM 23 min

TECH AND INNOVATION: Umuzi’s platform helps junior talent break through the noise

GUEST – Lyndi Lawson-Smith, CEO of Umuzi. In today’s job market, qualifications are common - but experience is what cuts through. As AI tools reshape industries and entry-level roles become scarcer, employers aren’t just asking: “What do you know?” They’re asking: “What have you done?” To help young South Africans…
10 Jun 5PM 12 min

ALLAN GRAY - How to overcome the fear of losing money.

GUEST - Gladness Rupare, investment specialist at Allan Gray The recent ups and downs in global stock markets have rekindled investor anxieties reminiscent of past crises, such as the global financial crisis and the COVID-19 pandemic. During times of uncertainty and volatility, our brains are hardwired to avoid loss and…
10 Jun 5PM 10 min

Why International Banks struggle in SA.

GUEST – Wayne Mccurrie – Independent Analyst FirstRand has received regulatory approval to acquire the South African client base, employees and certain banking assets and liabilities of HSBC’s local branch, the banking group announced on Tuesday. HSBC’s exit come as international banks scale back their operations in Africa more broadly,…
10 Jun 5PM 11 min
All episodes