Kaya 959 Kaya Biz

ALLAN GRAY FEATURE: Navigating the impact of world events on your investments.

Loading player...
In just two years, major world events have introduced heightened risk and volatility to financial markets. From a health pandemic and ensuing market distress, to a geopolitical threat turned full scale war in Ukraine, investors have had to navigate market downturns and related drawdowns. If you are left wondering how your life savings will be impacted by what dominates the headlines next, you are not alone. Nomi Bodlani, head of Direct Clients at Allan Gray, joins Kaya Bizz to share how investors can navigate the impact of world events on their portfolios.
31 May 2022 4AM English South Africa Business News · Investing

Other recent episodes

BofA Slashes SA Growth Forecast as Inflation Surges

Bank of America has cut South Africa’s 2026 GDP growth forecast to 1.3%, warning that higher oil and fertilizer prices will keep inflation above 4% for most of the year. Economist Tatonga Rusike explains
23 Apr 3PM 11 min

Understanding SA’s First Wealth Score

Franc unveils South Africa’s first-ever Wealth Score, revealing that financial habits—not income—are the strongest predictor of financial health. We unpack why SA’s national score is 45/100 and the behavior gap between knowing and doing with Dr. Thomas Brennan, founder and CEO of Franc.
23 Apr 3PM 13 min

Clicks Lifts HEPS 8% Despite Warehouse Disruptions.

Clicks delivered firm interim results with diluted HEPS up 8.1%, even as warehouse system delays cost an estimated R175 million in lost sales. CEO Bertina Engelbrecht discusses pharmacy growth, trading margins, and festive‑season competition.
23 Apr 2PM 16 min
All episodes