Recently, we had a chance to sit down with Duncan Artus, Allan Gray’s Chief Investment Officer, to speak about what has been going on in markets this year and what may be in store for the future.
In this interesting session, we discussed topics such as the geopolitical climate and global elections, as well as inflation trends and the GNU (Government of National Unity).
Looking ahead, Duncan shares his thoughts on what will happen with growth in South Africa and where the potential opportunities lie within our portfolios.
