Azola Lowan

Articles by
Azola Lowan

Azola joined Coronation in January 2019, bringing a wealth of experience across multiple roles in financial services. Before joining Coronation, Azola spent nearly seven years at a prominent JSE-listed company, where she played a pivotal role in driving strategy and overseeing investor relations. She started her career as an economist in 2004 and transitioned into asset consulting and multi-management, where she eventually assumed key responsibilities, leading manager research and heading up economic strategy.

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We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward.

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We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?

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We explore the reasons for the sustained streak without loadshedding and discuss what we can expect heading into winter.