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Lessons from the winners and losers of the last five years

The Allan Gray Podcast

Release Date: 12/20/2023

Investment notes from the frontier show art Investment notes from the frontier

The Allan Gray Podcast

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 provide fertile hunting ground for compelling ideas and exposure to sectors that are not available in South Africa.   Investors in the Allan Gray ,  and  have some exposure to frontier markets, but those with a greater risk appetite are also able to invest in the Allan Gray Frontier Markets Equity Fund. In conversation with Grant Pitt, head of...

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Building multi-asset portfolios in an uncertain world show art Building multi-asset portfolios in an uncertain world

The Allan Gray Podcast

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 task. For some time, our offshore partner, Orbis, has warned that the environment appears to be changing, noting stickier global inflation, a shifting geopolitical landscape and higher risk-free rates. With key national elections across the globe, the transition to green energy and the rise of artificial intelligence increasing the noise, long-term investors must consider a host...

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How the great election year has shaped financial markets show art How the great election year has shaped financial markets

The Allan Gray Podcast

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 national unity have been of keen interest to investors in SA Inc. Abroad, we have seen Labour take the lead by a landslide in the UK general election and the US presidential race heat up as Kamala Harris and Donald Trump increase their efforts to return to the White House. In the latest episode of The Allan Gray Podcast, portfolio managers Thalia Petousis and Sean Munsie join...

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Trends shaping the future of investment management show art Trends shaping the future of investment management

The Allan Gray Podcast

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 years. In this conversation, Dan Brocklebank, UK head of our offshore partner, Orbis, joins portfolio manager Jithen Pillay to explain how key themes, such as tighter regulation, artificial intelligence and increasing geopolitical tension, are shaping the future of asset management and financial advice. They explore how a handful of trends are challenging the status quo and...

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Two-pot - How to achieve better retirement outcomes show art Two-pot - How to achieve better retirement outcomes

The Allan Gray Podcast

The new  has been designed to improve retirement outcomes for South Africans, while allowing some access to  in case of severe financial stress. However, there are some hidden risks that investors should be aware of to ensure they don’t inadvertently offset its intended benefits. Richard Carter, head of Assurance, is joined by Shaun Duddy, head of Product Development, to explore what the new rules mean for investors and their retirement planning. In this conversation, they explain the complexities, clear up common misconceptions and highlight the missteps investors should...

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Do local banks offer value in an inflationary world? show art Do local banks offer value in an inflationary world?

The Allan Gray Podcast

Are there still long term investment oppurtunities, from to planning for your child's education and more. portfolio manager Tim Acker poses this question to investment analyst Pieter Koornhof and Siphesihle Zwane, who have spent some time researching some of the biggest names in the sector and determining where the best oppurtunities lie

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Can South African investors continue to count on commodities? show art Can South African investors continue to count on commodities?

The Allan Gray Podcast

portfolio managers Sean Munsie and Rory Kutisker and investment analyst Jithen Pillay discuss the cyclical nature of commodities and delve into the various macro issues that are currently impacting commodity prices. 

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Can optimism rise from the inflationary ashes? show art Can optimism rise from the inflationary ashes?

The Allan Gray Podcast

portfolio manager Sandy McGregor started his career in the 1970s when, much like today, the world was facing rampant global inflation and an energy crises. In conversation with portfolio manager Thalia Petousis, Sandy reflects on the very real geopolitical and economic challenges currently effecting the world. From investing to , overall markets and economy and more...

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How to think about investing in an energy-short and volatile world show art How to think about investing in an energy-short and volatile world

The Allan Gray Podcast

From the global technology sell-off and rising inflation, to the war in Ukraine , In this episode of the podcast Tamryn Lamb delves into many of the critical issues shaping the environment and how it can effect local and international markets from large scale investments to your local and saving plans. 

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Do old investment truths still hold in the current global environment? show art Do old investment truths still hold in the current global environment?

The Allan Gray Podcast

In this episode of the podcast, hosted by Allan Gray's portfolio manager Rory Kutisker, he reflects on the most valuable investment truths he has learnt as he celebrates 20 years at the firm. From investment risks to information. 

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More Episodes

From Ramaphoria to Covid 19, the collapse of Steinhoff and the Russian Invasion of Ukraine. Investors need to know who the winners will be in this complex environment. See Allan Gray main website for more info from retirement annuities to saving for your child's education.