Vuyo Nogantshi

Vuyo was employed at Allan Gray from 2016 to 2021 and was joint head of the Institutional Clients team. He joined Allan Gray with over 15 years of prior experience working in various financial services firms. Vuyo holds a Bachelor of Economic Science degree from the University of the Witwatersrand and is an actuary.

Articles by Vuyo Nogantshi

Why do the Sustainable Development Goals matter in investing?

By Vuyo Nogantshi on 11 Nov 2021

Reading time: 9 mins

In September 2015, the 193 member states of the United Nations unanimously adopted the 17 Sustainable Development Goals and the UN’s 169 targets to achieve...

The state of the economy

By Sandy McGregor and Vuyo Nogantshi on 10 Feb 2021

Viewing time: 62 mins

In a recent Q&A-style webinar hosted by Allan Gray’s Vuyo Nogantshi, Allan Gray’s Sandy McGregor and the Reserve Bank’s Rashad Cassim and David Fowkes examin...

Is the US headed for a market meltdown?

By Vuyo Nogantshi on 11 Nov 2019

Reading time: 4 mins

As the S&P 500 and Nasdaq seem set to continue to record new highs, some market analysts believe that the current raging US bull market may be in for a nasty...

Is your portfolio overly concentrated?

By Vuyo Nogantshi on 30 May 2019

Reading time: 6 mins

South Africa has a relatively small equities market with a handful of dominant shares, spread across a few sectors, which are available to invest in. This...

Skilled Investing: Separating the wheat from the chaff

By Vuyo Nogantshi on 17 Oct 2018

Reading time: 7 mins

The difference between skilled and lucky investment managers is that over extended periods, skill should prevail in delivering good investment outcomes, whil...