The Allan Gray Podcast

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.

Investment notes from the frontier 01/30/2025

Investment notes from the frontier 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 Institutional, portfolio managers Rory Kutisker-Jacobson and Varshan Maharaj discuss the themes shaping frontier markets and explain how they navigate the risks as they pursue long-term returns. For the full podcast visit the /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/35079075

Building multi-asset portfolios in an uncertain world 01/30/2025

Building multi-asset portfolios in an uncertain world 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 of additional variables as they pursue meaningful returns. In conversation with Orbis portfolio manager Alec Cutler, Nshalati Hlungwane, a manager in our Institutional Clients team, explores the global investment universe and finds out how Orbis is thinking about its multi-asset strategies in the current environment. From to and beyond. for the full epsiode visit the /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/35079070

How the great election year has shaped financial markets 01/30/2025

How the great election year has shaped financial markets 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 Product Development manager Vuyo Mroxiso to explore the impact of the great election year on financial markets and explain how political change is reshaping the opportunity set for and how it effects etc. for the full podcast visit the /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/35079050

Trends shaping the future of investment management 01/30/2025

Trends shaping the future of investment management 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 presenting opportunities for those willing to embrace changes in regards to going into 2025. for the full podcast visit the /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/35079035

Two-pot - How to achieve better retirement outcomes 01/30/2025

Two-pot - How to achieve better retirement outcomes 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 avoid to achieve better results. For the full podcast, visit the /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/35079030

Do local banks offer value in an inflationary world? 02/27/2024

Do local banks offer value in an inflationary world? 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 /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/30129978

Can South African investors continue to count on commodities? 02/27/2024

Can South African investors continue to count on commodities? 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. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/30129933

Can optimism rise from the inflationary ashes? 02/27/2024

Can optimism rise from the inflationary ashes? 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... /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/30129648

How to think about investing in an energy-short and volatile world 02/22/2024

How to think about investing in an energy-short and volatile world 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. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/30062113

Do old investment truths still hold in the current global environment? 02/22/2024

Do old investment truths still hold in the current global environment? 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. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/30062083

Are better outcomes for retirement savers on the horizon? 02/22/2024

Are better outcomes for retirement savers on the horizon? reform is on the horizon. Allan Gray's head of assurance, Richard Carter, joins Umbrella Fund Specialist Mica Townsend with the current system on this episode of the podcast. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/30062053

Massive market moves: How will they shape the years ahead? 02/22/2024

Massive market moves: How will they shape the years ahead? chief investment officer, Duncan Artes, joins Tamryn Lamb, head of retail, to unpack why the year was a turning point for markets and trends on this episode of the Allan Gray podcast. From to your children's education and more. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/30062013

Are we entering a global stockpicker’s paradise? 02/22/2024

Are we entering a global stockpicker’s paradise? In conversation with Allan Gray's portfolio manager Rory Kutisker and Matthew Spencer from Orbis we explain why the investment team believes that the stock market boom over the last few years is amking way for a global stockpicker's paradise. From basic investments to on this episode of the podcast. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/30061998

Why South Africa is still attractive for investors 01/22/2024

Why South Africa is still attractive for investors In conversation with 's Tim Acker, Siphesihle Zwane and Jithen Pillay we discuss why South Africa is still attractive for investors. from investing in national businesses to longer more personal investing such as and more. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/29591068

Can long-term investors afford to invest without considering ESG? 01/22/2024

Can long-term investors afford to invest without considering ESG? In conversation with Nshalati Hlungwane, a manager in the 's Institutionals clients team. We discuss long term investing wihtout considering ESG. For more long term investing details please see the page, living annuities page and more on the main Allan Gray website. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/29590978

The new normal: What lies ahead? 12/20/2023

The new normal: What lies ahead? In this episode of the podcast, portfolio manager Thalia Petousis and Sandy McGregor reflect on the macroeconomic issues and how it effects the long term investing environment from and more. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/29164203

Lessons from the winners and losers of the last five years 12/20/2023

Lessons from the winners and losers of the last five years 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 main website for more info from to saving for your child's education. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/29164163

From Johannesburg to Japan: How to resist the magnetism of the magnificent seven 12/20/2023

From Johannesburg to Japan: How to resist the magnetism of the magnificent seven In conversation with Tamryn Lamb, portfolio manager Tim Acker and Graeme Forster we explain why we share the belief of good, undervalued businesses with fewer hurdles to overcome remain the best bet for long term investors, for more from Allan Gray please see our , to living annuities pages and more. /episode/index/show/305b3367-1663-49ba-85dc-4a7ef8931aa2/id/29164088

The Allan Gray Podcast

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