Horacia Naidoo-McCarthy
Horacia joined Allan Gray in 2017 and is a manager in the Institutional Clients team. She holds a Bachelor of Science (Honours) and a Master of Science in Genetics, both from the University of KwaZulu-Natal, as well as a Doctor of Philosophy in Human Genetics from the University of Cape Town.
Articles by Horacia Naidoo-McCarthy
Gold in the age of fiscal dominance
With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central bank...
Navigating South Africa’s post-election economy
Sentiment around South Africa’s prospects improved significantly in 2024, but there are still numerous, complex, structural challenges weighing on the countr...
What price are we paying for the Russia-Ukraine conflict?
As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...
