Game of Tariffs

Tariffs are Coming.

In a world where economic alliances are shifting and global markets are bracing for impact, a new power play has emerged – one with consequences as sweeping and unpredictable as any seen in the halls of the West(eros). U.S. President Donald Trump has announced a dramatic wave of global tariffs on most of its international trade partners including South Africa, jolting the foundation of international commerce and casting a long shadow over global growth prospects.  
In this high-stakes environment, Game of Tariffs – an exclusive, future-focused webinar—will gather three of South Africa’s most experienced investment minds to explore what lies ahead. With global trade relationships entering a volatile new chapter, this session will deliver sharp analysis, clear-eyed foresight, and tactical guidance for those navigating the economic battlefield. 

Join three top portfolio managers from the country’s most respected asset managers as they unpack the unfolding saga:

  • Pallavi Ambekar, Portfolio Manager at Coronation. 
  • Alet Fick, Senior Multi-Asset Analyst and M&G Asset Allocation Committee member at M&G Investments. 
  • Thalia Petousis, Portfolio Manager at Allan Gray. 

With the future of global trade at a tipping point, Game of Tariffs offers attendees a rare opportunity to hear how top asset managers are preparing for what could become a protracted economic showdown.   
To all financial advisers, this is your call to the table. Because in the Game of Tariffs, those who don’t adapt fall behind. 
Tariffs are Coming. Be prepared. Join us. 

Learning outcomes:
Together, these investment professionals, led by our moderator will explore the real implications of the U.S. tariffs, and some of the learning outcomes they’ll be delving into will include: 

  • The immediate effects on South African trade 
  • Global market volatility and the threat of a new trade cold war 
  • Opportunities for investors amid policy uncertainty 
  • The role of China, the EU, and emerging markets in rewriting global trade alliances 
  • How asset managers are positioning portfolios in a more protectionist world   fick

Date:

TBA

Time:

TBA

CPD Points:

The Speakers

Pallavi Ambekar

Portfolio Manager at Coronation BBusSc, CA (SA), CFA . Industry experience – 22 years 

Alet Fick

Senior Multi-Asset Analyst and M&G Asset Allocation Committee member

Thalia Petousis

Portfolio Manager at Allan Gray Joined the industry in 2010