Insights category - Markets economy
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Markets & economy

Q&A with portfolio managers from Allan Gray and Orbis 2021

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning what the future holds. During a recent investment update, Tamryn Lamb, head of Retail Distribution at Allan Gray, hosted a Q&A panel discussion with Allan Gray’s chief investment officer, Duncan Artus, Allan Gray portfolio manager, Londa Nxumalo, and Edward Blain, portfolio manager at our offshore partner, Orbis. Watch the 51-minute video below for our investment teams’ answers to a range of topical questions.

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