Investors can hedge against the uncertainty and risks inherent in today’s changing world by being nimble and agile, doing things differently, focusing on diversification and not being complacent.

These were the insights from some of South Africa’s top investment managers when asked about the biggest risks and opportunities facing investors today at the recently held Allan Gray Investment Summit.

The virtual event brought together local and international investment managers and other finance experts to share their perspectives on how to make sense of the current environment and invest for the future.

“The world is probably going to be very different in 10 to 15 years. Investors want to be on the right side of long-term trends and extremes whether in valuations or economic variables,” said Duncan Artus, chief investment officer at Allan Gray.

The article goes on to quote Patrick Mathidi, a founding member and the head of Equities & Multi-Asset Strategies at ALUWANI Capital Partners, "My top pick is City Lodge. The share price appreciation is down, but our view is that the business traveller will come back relatively soon simply because you have to knock on doors to start new relationships, so we think there is good opportunity there."

Read the full article in EB.net here.