Rory Kutisker-Jacobson and Varshan Maharaj, co-fund managers of the Allan Gray Frontier Markets Equity Fund, argue that investors may be overpaying for the perceived safety of familiar developed-market assets, while attractive opportunities exist in undervalued frontier and emerging markets where risks are often mispriced relative to potential long-term returns.

The MICSA26, is bringing together leading voices to unpack what matters most now, including a global and local macro outlook from Nicky Weimar, Chief Economist at Nedbank.

An analysis of the evolving US-China relationship explores trade imbalances, currency tensions, technological rivalry, Chinese economic weaknesses, equity market valuations and geopolitical risks, arguing that while strategic competition between the superpowers is inevitable, maintaining cooperation remains essential to avoiding conflict.