View in browser [
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] Dear Peet Please join us at our annual, in-person investment and
business update, The Times with Allan Gray. [
https://www.allangrayevents.co.za/IFA2024/link.aspx?type=register&mid=22ab54aa-1523-440d-929b-d214ca3e366a
] [
https://www.allangrayevents.co.za/IFA2024/link.aspx?type=video&mid=22ab54aa-1523-440d-929b-d214ca3e366a
] This year's event will include special guest, award-winning
journalist and political commentator Justice Malala. He will share
insight into how the local elections are likely to shift South
Africa's political landscape and what it may mean for all of us, as
our democracy turns 30. Inspired by the role that time plays in
investing, we have given this event a new identity. Time is essential.
As we move through market cycles, the investment universe is shaped by
the times we live in. Moreover, our long-term track record reflects
the importance of remaining convicted for long periods of time and
seeing investment ideas through. We invite you to spend some quality
time with us as we explore the times in which we live, and the trends
impacting markets and your investments. We know that risks seem
heightened in the current environment. Key news events amplify our
awareness of change but, in truth, change and uncertainty are
ever-present. Political dynamics are in a constant state of flux,
economies expand and contract, new technology renders older technology
obsolete, trends emerge and fads fade. 2024 is no different: An
estimated four billion people are eligible to vote in national
elections around the world. Central banks are likely to continue
tinkering with interest rates to manage sticky global inflation and
fulfil their economic mandates. Investments in artificial intelligence
may unlock new opportunities, solve existing problems and create new
problems we have not anticipated. Times change, but our core objective
remains the same. At this year's The Times, we will discuss how we
position our client portfolios to navigate the risks and weather a
range of potential outcomes. We will also share insight into where we
are finding investment opportunities amidst the noise. Our colleagues
from our offshore partner, Orbis, will broaden the conversation as
they explore the key themes that are shaping the global opportunity
set for active, valuation-oriented investors. While our discussions
will focus on the current times, we will also draw on lessons learned
from the past, while remaining firmly focused on the long-term
outlook. You can RSVP for the event below. Note that capacity is
limited and registration is essential. JOIN US George Mon, 13 May:
14:30 - 16:50 Gqeberha Tue, 14 May: 12:15 - 14:35 Durban Thu, 16 May:
10:15 - 12:35 Bloemfontein Mon, 20 May: 10:15 - 12:35 Johannesburg
Tue, 21 May: 10:15 - 12:35 Pretoria Thu, 23 May: 10:15 - 12:35 Cape
Town Tue, 04 Jun: 10:15 - 12:35 RSVP [
https://www.allangrayevents.co.za/IFA2024/link.aspx?type=register&mid=22ab54aa-1523-440d-929b-d214ca3e366a
] Decline [
https://www.allangrayevents.co.za/IFA2024/link.aspx?type=decline&mid=22ab54aa-1523-440d-929b-d214ca3e366a
] 0860 000 653 ifa@allangray.co.za www.allangray.co.za Investor
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