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Looking beyond trade wars and extreme market chaos
Market participants would be forgiven for having developed a mild case of post-traumatic stress disorder over the last three months. The now infamous “Liberation Day”, the near collapse of South Africa’s government of national unity (GNU) and the drastic escalation of tensions in the Middle East were the defining events of the quarter. Portfolio manager Jithen Pillay discusses the impact of these events on equity markets and the positioning of the Allan Gray Equity Fund.
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