Insights category - Markets economy
Markets & economy

Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment

With rising global inflation and the possibility of a recession on the cards, investors are tasked with protecting their capital and looking for opportunities to grow their wealth amid great uncertainty. During a recent investment update, investment specialist, Gladness Rupare, hosted a robust panel discussion with portfolio manager, Jacques Plaut, investment analyst, Siphesihle Zwane and Alec Cutler, from our offshore partner, Orbis. The panellists unpacked the key trends, explaining how we are navigating the current risks and positioning the portfolios to perform in a range of possible scenarios. Watch the 40-minute video below.

You can also watch a recording of the local investment update presented by Jacques Plaut and an offshore investment update presented by Alec Cutler.

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