Hosted by Allan Gray Podcasts · EN · 18 episodes
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Long-term investors have to make sense of a barrage of information, from market movements and geopolitical news to economic developments and personal finance trends. Through conversations with investment professionals from Allan Gray and various expert guests, we aim to give you insight into how we view the world and how this shapes the way we construct our portfolios to deliver long-term returns for our clients. Allan Gray is an authorised financial services provider.
Allan Gray Podcasts hosts Allan Gray Podcast, a business show with 18 episodes published.
Global elections have been a dominant force this year, with sentiment around polling and election results driving volatility in many markets. The ANC’s drastic decline at the polls and the formation of a government of na
The new two-pot retirement system has been designed to improve retirement outcomes for South Africans, while allowing some access to retirement savings in case of severe financial stress. However, there are some hidden r
Periods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change, multi-asset portfolio construction becomes an increasingly complex tas
Investing in frontier markets is not for the faint-hearted. But for those brave enough to look beyond material risks, such as political instability, currency fluctuations and poor liquidity, many of these smaller markets
The commonly accepted wisdom is that if we want a glimpse into the future of South Africa’s financial services sector, we should take a look at the United Kingdom’s financial landscape and delay the experience by a few y
From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigating an increasingly complex and volatile environment. In the fir
South African inflation just hit its highest peak since 2009, as it accelerated to 7.4% in June, in line with the global trend. Over in the US, inflation reached a four-decade high of 9.1% last month. As households aroun
Investors in commodity miners and producers have found themselves in one of the better places in the market since the pandemic, owing partly to a lift in demand as countries embarked on stimulus programmes and supply-sid
In the latest episode of The Allan Gray Podcast, hosted by Allan Gray portfolio manager Rory Kutisker-Jacobson, Dan Brocklebank, head of Orbis UK, reflects on the most valuable investment truths he has learnt as he celeb
Although banks are generally geared to economic activity, many local banks proved to be resilient through the COVID-19 pandemic and have been good investments since. But in the current period of high global inflation and
2022 will probably be remembered for being the year of war and inflation, and the end of a decade of “free money” distorting markets. To put it in perspective, a passive 60:40 offshore balanced fund delivered probably it
From persistent loadshedding to deteriorating national infrastructure, South Africa’s challenges are well known. The recurring negative headlines have prompted many investors to look into increasing their offshore exposu
Companies, and their shareholders, are facing increasing levels of scrutiny from the media, activists and the public for the impact they have on the environment and society. As we consider many of the recent headline-gra
Over the last five years, deteriorating domestic conditions and rapidly developing global trends have seen some well-known stocks, and even entire industries and markets, fall in and out of favour. From Ramaphoria and th
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we share the belief that good, undervalued businesses with fewer
In conversation with Allan Gray's portfolio manager Rory Kutisker-Jacobson, Matthew Spencer from our offshore partner, Orbis, explains why the investment team believes that the stock market boom over the last few years i
Retirement reform is on the horizon as the National Treasury takes steps to implement the proposed “two-pot retirement system”. The proposed system has the dual aim of creating limited access to retirement fund assets to
In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis and Sandy McGregor, the longest-serving member of the Allan Gray Investment team, reflect on a range of macroeconomic issues as they expl
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Allan Gray Podcast is hosted by Allan Gray Podcasts. The show is categorised under business (investing) and has published 18 episodes.
Allan Gray Podcast has published 18 episodes.
Allan Gray Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Allan Gray Podcast average 48 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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