Markets have entered 2026 against the backdrop of an intricate mix of political uncertainty, shifting monetary policy and increasingly concentrated sources of return. At the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Tamryn Lamb, head of Retail, moderated a panel conversation with the chief investment officers of three South African asset managers. Allan Gray’s Duncan Artus, M&G Investment’s Sandile Malinga and Camissa’s Gavin Wood shared their perspectives on the macroeconomic risks currently shaping markets and investment portfolios and how they are managing them. Watch the 46-minute recording below.
See more from the Allan Gray Fund Provider 2026:
- 2026: A defining year for South Africa’s political direction – hosted by Alishia Seckam and featuring Justice Malala
- 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