Minimise load shedding’s impact on your investment portfolio

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[SPONSORED] There are some interesting opportunities out there if you take a medium-term view and look beyond the current pain, says David Lerche of Sanlam Private Wealth. Moneyweb LoadShedding

CIARAN RYAN: Despite recent improvements in load shedding, there’s no doubt that nearly a year of almost daily power outages has weighed heavily on investment performance. Every business, big or small, has been impacted. The JSE All Share Index has been hammered by a combination of factors over the past year – including load shedding and a weak rand.

The first bucket is the part that has actually seen very little or no impact. That’s, as you mentioned, businesses that are outside South Africa. They might be listed here, but their operations are elsewhere. They would be things like Prosus or Richemont, something like a BHP, and even a Nepi Rockcastle, among others. That half has really seen almost no impact.

But are there pockets of the economy that are suffering more than others? You have mentioned metals and retailing. Are there others? CIARAN RYAN: The rand has been pretty volatile over the last couple of months. But if you look at the implications of load shedding from an asset-management point of view and capital allocation, how has that affected your decision-making?

DAVID LERCHE: The short answer is yes. We are actually starting to see some interesting opportunities because, as you say, the market looks, for many businesses, as though it is pricing in Stage 3 or Stage 4 load shedding into perpetuity. DAVID LERCHE: Ciaran, I think the first thing is that one has to be positioned quite nicely in advance of problems.

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