Connect the dots
The fourth Allan Gray Investment Summit featured fresh perspectives on financial and economic issues from investment heavyweights, best-selling authors and future-focused thought leaders.
Financial journalist (UK)
As world debt mounts, cryptocurrencies and other fixed-supply assets may become more valuable. But are they the road to riches or fool’s gold?
There are five game changers for South Africa Inc. in a post-pandemic world. Discover what they are.
The Collaborative Fund (USA)
Understand the difference between getting rich and staying rich, and discover how your behaviour influences your investment success.
The South African economy is like a Ferrari with the engine of an Uno. This is a frank take on the issues and opportunities.
How to protect what you have
The world is probably going to be very different in 10 to 15 years. How can you put yourself on the right side of long-term trends and extremes?
Once US interest rates go up, commodity prices are likely to fall. Can South Africa’s economy cash in before the end of the party?
South Africa is at an economic, social, political, environmental and technological crossroads. What can investors do to create a more inclusive economy?
Are there enough green shoots in terms of economic reform to shift the narrative in the country?
It’s a great time to make money in South Africa
Find out why buying a good stock at a bad price is usually worse than buying a bad stock at a good price.
The local market offers fantastic value for those who know exactly how to spot a bargain. Learn why getting it wrong can leave you with a lemon.
With low starting prices for local bonds and equities, weigh up if there is room to be rewarded for looking beyond the negative sentiment in South Africa.
In the face of an expensive US market, South African equities look incredibly attractive. Discover why the real winners will be those who employ their capital wisely.
The world is changing – how to invest
There are several revolutions taking place in the world. Get insight into what they are and discover why capital markets may be massively underestimating the impact.
Once-in-a-generation opportunities lie ahead. Where should you put your money as a forward-thinking investor?
Many companies have been able to rake in profits at the expense of society, without any real consequences, but how much longer can they get away with it?
ESG is a hot topic right now, but will anyone be talking about it in 10 years’ time? Here’s one view to consider.
The world is changing: Take a hard look at how climate change, the future of work, urbanisation and global politics may impact your investments.
Asset managers and owners share insights from their ESG journeys and explore the factors that are shifting their perspectives on sustainable investing.