Interest rates, inflation and rand weakness continued to dominate headlines over the past quarter, as local and global investment markets remained volatile. While the knee-jerk reaction in these situations tends to be a move into cash and income portfolios, we know that over the long term this will not garner adequate value for your clients. Join Hannes van den Berg, who plays a pivotal role within the investment team behind the Discovery Balanced Fund, and Louis Niemand, investment director, from Ninety One. They’ll talk through the past quarter's performance and where we see the alpha opportunities for investors.