Podcast: The new normal - what lies ahead?

As memories of masks and lockdown restrictions fade, investors face a new list of challenges. Locally, loadshedding has eroded business margins and is casting a shadow on the market. Abroad, the threat of a new banking crisis has proven extremely unsettling and is having a negative impact on sentiment.

In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis and Sandy McGregor, the longest-serving member of the Allan Gray Investment team, reflect on a range of macroeconomic issues as they explain how the current geopolitical dynamics and tightening monetary policy regime are impacting the long-term investment environment.

Listen to the podcast here at the Allan Gray website.

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Our Integrated Wealthcare approach is based on your personal priorities and aspirations. This process is designed to give you a clear course of action for pursuing your goals that span various time horizons and life stages to empower you to do extraordinary things with your wealth, both now and in the future.

I look forward to talking with you again soon.

Yours in health,

Shane Thom, CFP^® GTP(SA)™
Managing Partner // Key Individual // Integrated Wealthcare Advisor // Personal Portfolio Manager (PPM)