In this Smart Money with Alishia Seckam interview, Ninety One’s Hannes van den Berg discusses the biggest investment opportunities and risks in South Africa right now.

Van den Berg is the Head of SA Equity and Multi-Asset within the 4Factor team at Ninety One.

He is a qualified Chartered Accountant and CFA Charterholder who has 20 years of experience in Corporate Finance, Hedge Funds, Valuation, Equities, and Financial Modelling.

He was previously a portfolio manager, analyst, and the head of the equities trading desk at Fairtree.

Van den Berg begins the interview by discussing his outlook for South African equities following the establishment of the country’s Government of National Unity.

He expands on where he is looking for growth opportunities and how long it will be before they appear.

Van den Berg also explains how Ninety One is managing the risks presented by South Africa’s new political landscape.

He concludes the interview by discussing whether investors should temper their expectations for the returns these opportunities will offer.