Focusing on enduring trends for long-term growth

From the Government of National Unity’s failure to reach an agreement around its maiden Budget, to Trump’s market-moving “Liberation Day” tariffs and South Africa’s highly publicised diplomatic woes, South African investors have had to contend with heightened uncertainty over the last few months. Local and global markets are shifting at a rapid pace, highlighting the importance of a disciplined investment approach and taking a longer-term view. Twanji Kalula summarises some of the key points covered at our May/June “The Times with Allan Gray” events, as presented by portfolio manager Rory Kutisker-Jacobson.