As memories of masks and lockdown restrictions fade, investors face a new list of challenges. The recent 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. Although Thalia and Sandy sketch the impact primarily for South African investors, it is relevant for Namibian investors too – given the close economic and trade ties between the two countries.