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ALLAN GRAY: Long-term lessons for navigating volatility.

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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 2025 2PM English South Africa Business News · Investing

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