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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…
Two-pot - How to achieve better retirement outcomes
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,…
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…
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…
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…
How to think about investing in an energy-short and volatile world
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…
Can optimism rise from the inflationary ashes?
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…
S1E11 Can South African investors continue to count on commodities?
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…
S1E10 Do old investment truths still hold in the current global environment?
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…
S1E9 Do local banks offer value in an inflationary world?
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…
S1E8 Massive market moves: How will they shape the years ahead?
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…
S1E7 Why South Africa is still attractive for investors
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…
S1E6 Can long-term investors afford to invest without considering ESG?
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…
S1E5 Lessons from the winners and losers of the last five years
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.…
S1E4 From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
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…
S1E3 Are we entering a global stockpicker’s paradise?
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…
S1E2 Are better outcomes for retirement savers on the horizon?
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…
S1E1 The new normal: What lies ahead?
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…
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Allan Gray Podcast has published 18 episodes since December 2023, covering topics in Business, Investing.
Allan Gray Podcast is currently dormant with new episodes hourly. Average episode length is 46m.
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