Evolving macroeconomic drivers such as interest rate expectations, inflation frameworks and rising fiscal pressures locally and globally are having a material impact on fixed interest and income markets. Gladness Rupare, manager in the ManCo Distribution team, moderated a panel discussion between Thalia Petousis, Allan Gray portfolio manager, and Prescient portfolio manager Henk Kotze at the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026. They delved into the opportunities arising from elevated real bond yields and the risks that long-term investors should be mindful of. Watch the 30-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
- In conversation with chief investment officers – hosted by Tamryn Lamb, with Duncan Artus (Allan Gray), Sandile Malinga (M&G Investments) and Gavin Wood (Camissa)
- 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