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

Record grape exports & the USA market push

GUEST - Mecia Petersen, CEO – South African Table Grape Industry (SATI) South Africa’s table grape industry has just wrapped up a record-breaking 2024/2025 season, exporting 77.8 million cartons – the highest volume on record and a 5% jump from the previous year. Joining us is Mecia Petersen, CEO of…
25 Jun 5PM 18 min

Strategic shifts to make SA investable again.

GUEST: Rowan de Klerk, CEO – The CFO Centre South Africa has the potential, from world-class banks, a robust legal system, and rich sectoral opportunities in energy, mining and agriculture. But investor frustration is rising, and confidence is slipping. So, what’s holding the country back? In this KayaBiz interview, we…
25 Jun 5PM 24 min

How Funti3R is Connecting Businesses with Talent That Delivers

GUEST: Wisani Hlangwane, Founder & CEO – Funti3R In this Ekasinomics conversation, we shine a light on a homegrown innovator helping businesses do more with less. Meet Wisani Hlangwane, the sharp-minded founder of Funti3R, a startup that’s using smart tech to match businesses with qualified professionals who can execute on…
25 Jun 5PM 21 min

CT Growth Fuels SMME Innovation and Local Job Creation

GUEST: Tshegofatso Boshielo, General Manager – Tsoani Investments South Africa’s ICT sector soared to R271.7 billion in 2024 and SMMEs are riding the wave. In this conversation on KayaBiz, we speak with Tshegofatso Boshielo, General Manager at Tsoani Investments, a 100% black, female-owned ICT powerhouse that’s helping reshape the country’s…
25 Jun 4PM 13 min