Emerging and frontier markets are often grouped together, yet they differ meaningfully in investment characteristics and the respective roles they play in well-rounded investment portfolios. At the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Marise Bester, manager in the ManCo Distribution team, moderated a panel discussion between Allan Gray portfolio manager Varshan Maharaj and Coronation portfolio manager Suhail Suleman. They provided a forward-looking view of potential long-term opportunities in these regions and explored the factors to consider when incorporating these ideas into diversified portfolios. Watch the 51-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)
- 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 behaviour shapes long-term investment success more than performance – presented by Dr Daniel Crosby