Tamryn Lamb, the head of retail distribution at Allan Gray, gives us some insight into the current and expected Investment landscape.
A few of her insights are quoted below:
“2020 felt like one of those years where we were all just kicked into this defensive mode, trying to make sure that our business models carried on as per normal during a very tough period.”
“Then 2021 has been more of a how do we carry on in this mode for a longer period, when will this end and how do we deal in a sort of protected period of uncertainty. “
“When I look back now, it is interesting to observe that, despite a very difficult and uncertain period, we have actually seen a significant recovery and flows across the industry in 2021.”
“You must hold what is important to your process and focus on the long term, but you must also continue to learn and never be complacent about your environment.”
“I think one thing that we should learn, maybe not just so much from the last two years, but perhaps the last 100 years of investing, is that sometimes trends can persist for a very long time until they don’t.”