2026 is set to be a defining political year in South Africa, with local elections, internal leadership battles and global uncertainty shaping a complex environment. Speaking to financial journalist Alishia Seckam at the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, political commentator Justice Malala shared his views on the shifting political landscape and its implications for South Africa’s longer-term trajectory. Watch the 43-minute recording below.
See more from the Allan Gray Fund Provider 2026:
- In conversation with chief investment officers – hosted by Tamryn Lamb, with Duncan Artus (Allan Gray), Sandile Malinga (M&G Investments) and Gavin Wood (Camissa)
- Taking advantage of opportunities in the fixed interest and income universe – hosted by Gladness Rupare, with Thalia Petousis (Allan Gray) and Henk Kotze (Prescient)
- Don’t just stand there – presented by Mark Dunley-Owen (Orbis)
- Why should emerging and frontier markets be considered within a diversified portfolio – hosted by Marise Bester, with Varshan Maharaj (Allan Gray) and Suhail Suleman (Coronation)
- Why behaviour shapes long-term investment success more than performance – presented by Dr Daniel Crosby