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.

Monthly English South Africa Business · Investing

25 Episodes

20 – 25

05. 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 retirement fund assets to help savers cope with short-term emergencies and improving the preservation of retirement savings – ultimately…

26 Oct 2022 35 min

04. 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 has learnt as he celebrates two decades at the firm. Dan joined our offshore partner during the dotcom boom…

30 Sep 2022 41 min

03. 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 programmes and supply-side constraints keeping a lid on production. Local mining shares were one of the key…

24 Aug 2022 42 min

02. 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 month. As households around the world grapple with rising food and fuel costs, central banks…

22 Jul 2022 43 min

01. 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 environment. In the first episode of the Allan Gray podcast, Tamryn Lamb hosts a conversation with Allan Gray’s chief investment officer,…

8 Jun 2022 1 hr 01 min