Shows
The Allan Gray Podcast27. From pints to PixarShifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being navigated by investors. However, that is not all they are. They are also opportunity creators for investors who have done their homework and are deeply focused on fundamentals. Allan Gray portfolio managers Rory Kutisker-Jacobson, Jithen Pillay and Siphesihle Zwane delve into British American Tobacco, AB InBev and Disney – three large, long-standing businesses that have managed to reinvent themselves despite existing within rapidly evolving industries, experiencing major changes in their core economics and having made major acquisitions in recent times.2025-06-2445 min
The Aubrey Masango ShowEducation feature: Allan Gray Makers launches Artisans of Mzansi 2025Aubrey converses with Sihle Mofokeng, Movement and Marketing Manager at Allan Gray Makers, about Allan Gray Makers’ recent launch of Artisan of Mzansi 2025 campaign to draw more attention to technical trades and inspire young people to pursue artisanal careers. The company says this will help accelerate the growth of small and medium businesses. The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are p...2025-06-1741 min
Kaya BizALLAN GRAY - How to overcome the fear of losing money.GUEST - Gladness Rupare, investment specialist at Allan Gray
The recent ups and downs in global stock markets have rekindled investor anxieties reminiscent of past crises, such as the global financial crisis and the COVID-19 pandemic. During times of uncertainty and volatility, our brains are hardwired to avoid loss and this behavioural bias can often drive us to make irrational decisions that erode our long-term wealth.
Gladness Rupare, investment specialist at Allan Gray, joins Kaya Biz to discuss how to overcome the fear of losing money. Kaya FM 2025-06-1010 minKaya BizALLAN GRAY - The cost of waiting to save and invest.GUEST - Richard Carter, head of Assurance at Allan Gray
Whether you want to save for your retirement, a child’s education or an overseas trip, starting now can significantly reduce the cost of reaching your goals. Every month you delay saving increases the price of your future goals — sometimes by more than 50%. Richard Carter, head of Assurance at Allan Gray, joins Kaya Biz to discuss the true cost of waiting to invest Kaya FM 2025-05-2709 minKaya BizALLAN GRAY- 7 habits for successful long-term investing.GUEST – Mthobisi Mthimkhulu, the senior manager of Direct and Private Clients at Allan Gray
The recent sharp declines in global stock markets have rekindled investor anxieties reminiscent of past crises, such as the global financial crisis and the COVID-19 pandemic.
During times of extreme uncertainty and volatility, investor behaviour will determine your investment success over the long term. Building and fostering good habits can help you navigate the complexities of investment decision-making and deliver better outcomes. Mthobisi Mthimkhulu, the senior manager of Direct and Private Clients at Allan Gray, joins Kaya Biz to discuss seven essential habits for lo...2025-05-1316 minKaya BizALLAN GRAY: SA listed property: The appeal of fixed assets in an uncertain worldGUEST – Siphesihle Zwane, portfolio manager at Allan Gray.
The idea of owning property is significant in South Africa – for various reasons – and it is often seen as the safest bet, especially when markets are in turmoil. But owning a stake in a listed property company is very different from investing in a residential property. South African listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade on the back of sluggish economic growth, ongoing infrastructure challenges and the impact of COVID-19 on retail and office...2025-04-2911 minThe Allan Gray Podcast25. SA listed property: The appeal of fixed assets in an uncertain worldSouth African listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade on the back of sluggish economic growth, ongoing infrastructure challenges and the impact of COVID-19 on retail and office space demand. Over the last year, the sector has shown signs of recovery. Is it time to cement the opportunity, or should it be approached with caution? In conversation with Allan Gray portfolio manager Siphesihle Zwane, investment analysts Ghiete van Zyl and Umar-Farooq Kagee explore how we apply our long-term investment approach when considering opportunities...2025-04-2453 min
Allan Gray PodcastHow the great election year has shaped financial marketsGlobal 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 Se...2025-02-2750 minAllan Gray PodcastInvestment notes from the frontierInvesting 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 Balanced, Equity and Stable funds 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 V...2025-02-2750 minThe Allan Gray Podcast24. How money tells the story of humanity – with David McWilliamsMany investors focus on trying to figure out how new technologies might change the world so that they can identify and back the likely winners. But according to renowned Irish economist and bestselling author David McWilliams, the greatest, enduring technological innovation of modern civilisation is not artificial intelligence or the internet – it is money. In conversation with Allan Gray chief investment officer Duncan Artus, McWilliams explains why he believes that money – a social technology – has changed the direction of humanity, and why it continues to influence the development of the world. Through money, we take a tour of the global invest...2025-02-1146 minThe Allan Gray Podcast23. Beyond the US: Separating the signals from the noiseThe US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on impulse. As investors who focus on the fundamentals, the “great election year” has challenged Allan Gray and our offshore partner, Orbis, to continue to filter the signals from the noise to identify compelling long-term opportunities. In this episode, portfolio manager Tim Acker is joined by Orbis portfolio manager Ben Preston. They touch on the impact of the US election on the markets, delve into how Orbis is exploring potential in the Korean market and biopharmaceuticals, and...2024-11-1950 minThe Allan Gray Podcast22. A revival for South Africa’s retail giants?As sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing improved share performance. Lower oil prices, extended periods of uninterrupted power supply and the recent interest rate cut, which heralds a shift in policy, are notable short-term tailwinds to the sector. However, the longer-term prospects for SA retailers may be different. In a post-pandemic world where time-starved consumers face surging living costs, the battle for market share requires a balance between pricing, quality and convenience. Portfolio managers Siphesihle Zwane, Jithen Pillay and Kamal Govan discuss the...2024-10-2252 minThe Allan Gray Podcast21. How the great election year has shaped financial marketsGlobal 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 Se...2024-09-1850 minThe Allan Gray Podcast21. How the great election year has shaped financial marketsGlobal 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 this conversation, portfolio managers Thalia Petousis and Sean Munsie join Product Development manager Vu...2024-09-1850 min
Fabulous Women Over 40Courtney Gray Helps You Lose Weight ForeverCourtney Gray is a master of transformation and a beacon of reinvention. Starting as a stay-at-home mom with a passion for fused glass jewelry, she built a thriving business from the ground up, turning her creative vision into a multiple six-figure empire. But as her success grew, so did her desire for more. Driven by an insatiable desire for growth and a profound commitment to empowering others, Courtney embraced her next chapter. She became a Body and Life coach, specializing in guiding women through transformative changes. Her expertise shines especially bright with women in midlife, helping them craft lives even...2024-07-0242 minThe Allan Gray Podcast19. Building multi-asset portfolios in an uncertain worldPeriods 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...2024-06-2654 minThe Allan Gray Podcast19. Building multi-asset portfolios in an uncertain worldPeriods 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...2024-06-2654 min
Allan Gray Kaya BizALLAN GRAY – Lessons for investing in uncertain timesGUEST - Tim Acker - Portfolio manager at Allan Gray
With 2024 being an election year for almost half the world’s population, including South Africa, the US and
the UK, many investors are worried about what the future holds and how it will affect their wealth.
But the times we live in will always be uncertain and the trick is to remember many of the behavioural biases
that erode wealth during periods of heightened risk. In times like these, we can improve our long-term investment outcomes by focusing our efforts on the things th...2024-04-0909 minThe Allan Gray Podcast17. Trends shaping the future of investment managementThe 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 will...2024-04-0541 minThe Allan Gray Podcast17. Trends shaping the future of investment managementThe 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 will...2024-04-0541 minAllan Gray Kaya BizALLAN GRAY - How excess retirement fund contributions can benefit you throughout your lifetimeGUEST - Meagan Fraser, Tax manager at Allan Gray
One of the key benefits of investing for retirement using a retirement fund is the generous tax deduction
taxpayers receive for saving towards their retirement. But is there any benefit in contributing beyond the maximum annual tax-deductible amount to a retirement fund? Meagan Fraser, tax manager at Allan Gray, joins Kaya Biz to unpack the tax benefits of retirement
annuities and explains the pre- and post-retirement benefits of making excess contributions to your retirement fund savings. Kaya 959 2024-03-2608 minAllan Gray Kaya BizALLAN GRAY – How to achieve a sustainable retirement incomeGUEST – Richard Carter - Head of Assurance at Allan Gray
According to industry stats, the average South African retiree can replace just 31% of their monthly income when they reach retirement. Most income-earners face the very real risk of outliving their retirement nest egg. Richard Carter, head of Assurance at Allan Gray, joins Kaya Bizz to discuss how to plan for and achieve a sustainable retirement income. Kaya 959 2024-03-1215 minThe Allan Gray Podcast16. Timeless lessons on risk, opportunity and living a good life – with Morgan HouselWith 2024 set to be a news-heavy year, investors are speculating about everything from what interest rates might do next, to the outcome of elections around the world. Given the levels of uncertainty, many are finding it hard to avoid panicking and making rash decisions based on emotions. Allan Gray portfolio manager Tim Acker is joined by renowned behavioural psychology expert and bestselling author Morgan Housel. In the conversation, Morgan explores many of the behavioural biases that erode wealth during periods of heightened risk and explains how we can improve our long-term investment outcomes by focusing our efforts on the things...2024-02-1253 minThe Allan Gray Podcast16. Timeless lessons on risk, opportunity and living a good life – with Morgan HouselWith 2024 set to be a news-heavy year, investors are speculating about everything from what interest rates might do next, to the outcome of elections around the world. Given the levels of uncertainty, many are finding it hard to avoid panicking and making rash decisions based on emotions. Allan Gray portfolio manager Tim Acker is joined by renowned behavioural psychology expert and bestselling author Morgan Housel. In the conversation, Morgan explores many of the behavioural biases that erode wealth during periods of heightened risk and explains how we can improve our long-term investment outcomes by focusing our efforts on the things...2024-02-1253 minAllan Gray Kaya BizALLAN GRAY FEATURE - Investing for education in an inflationary environmentGUEST – Shaheed Mohamed, Head of Group Savings and Investments at Allan Gray
School fee increases in South Africa have, on average, been roughly 2.6% above inflation every year since 2012, aside from 2021. In an environment of already high consumer inflation, this packs an extra punch. Many of us rely purely on our salaries to pay for our children’s education. We absorb the cost from month to month, tweaking our budgets to accommodate the ever-increasing expense. But the problem with this is that the cost of education typically grows at a higher rate than the average salary and inflation in gene...2024-01-3009 minAllan Gray Kaya BizALLAN GRAY: How to set SMART New Year’s money resolutionsGUEST – Marise Bester, senior investment specialist at Allan Gray
The first few weeks of a new year can feel like a clean slate and a good time to give our finances a fresh start. Research suggests that we are most motivated to achieve the goals we set when we action them at the start of a new period. Marise Bester, senior investment specialist at Allan Gray joins Kaya Bizz to discuss how to set achievable financial goals and shares tips for setting quarterly goals that encourage good financial habits. Kaya 959 2024-01-1609 minAllan Gray Kaya BizALLAN GRAY – How to select an investment managerGUEST – Nomi Bodlani - Head of Direct Clients at Allan Gray
Past performance is often the first and sometimes the only factor investors evaluate when choosing an investment manager. But as the disclaimer goes: ‘Past performance does not indicate future returns’. This is because there is simply no guarantee that performance can be replicated over the long term. Beyond performance, there are several other factors that work in tandem to produce investment returns that shouldn’t be overlooked. Nomi Bodlani, head of Direct Clients at Allan Gray, joins Kaya Biz to discuss the factors investors should consider when selectin...2023-12-1212 minThe Allan Gray Podcast15. Holding steady when global markets are in fluxThe Investment teams at Allan Gray and Orbis have both been talking about the huge disparities in global valuations for some time. There are pockets of the market that are incredibly cheap, but many of the most popular regions and sectors are eye-wateringly expensive. For a moment last year, it seemed as though these disparities were beginning to narrow amid rising inflation and subsequent interest rate hikes. But in 2023, things snapped back. Bond yields have risen sharply, while the areas that tend to be most vulnerable to rising rates, such as technology, have counter-intuitively also continued to rise.
...2023-12-1251 minThe Allan Gray Podcast15. Holding steady when global markets are in fluxThe Investment teams at Allan Gray and Orbis have both been talking about the huge disparities in global valuations for some time. There are pockets of the market that are incredibly cheap, but many of the most popular regions and sectors are eye-wateringly expensive. For a moment last year, it seemed as though these disparities were beginning to narrow amid rising inflation and subsequent interest rate hikes. But in 2023, things snapped back. Bond yields have risen sharply, while the areas that tend to be most vulnerable to rising rates, such as technology, have counter-intuitively also continued to rise.
...2023-12-1251 minAllan Gray PodcastHow to think about investing in an energy-short and volatile worldFrom 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, Duncan Artus, and Alec Cutler, portfolio manager at our offshore partner, Orbis. Delving into many of the critical issues shaping the environment, they explain how they are thinking about these global events and positioning the portfolios for a range of potential outcomes.2023-12-121h 01Allan Gray PodcastCan 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 are faced with the difficult task of hiking interest rates to rein in inflation. Allan Gray portfolio manager Sandy McGregor started his career in the 1970s when, much like today, the world was facing rampant global inflation and an energy crisis. In conversation with Allan Gray portfolio manager Thalia Petousis, Sandy reflects on...2023-12-1243 minAllan Gray PodcastCan 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 driving forces behind the FTSE/JSE All Share Index hitting a new high earlier this year. As local investors, we think we are pretty well-versed in analysing and valuing commodity producers, but when you go to a global asset allocation level, there is not nearly the same amount of interest...2023-12-1242 minAllan Gray PodcastDo 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 and has seen our shared investment philosophy play out through multiple cycles. During the conversation, he explains how Orbis thinks about investing in an environment shaped by rising geopolitical tension, a growing global energy crisis and rampant inflation. Dan also shares some insight into where Orbis is finding compelling opportunities...2023-12-1241 minAllan Gray PodcastDo 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 global inflation and slowing economic activity, how will the local banking sector fare? Are there still long-term opportunities? Allan Gray portfolio manager Tim Acker poses this question to investment analysts Pieter Koornhof and Siphesihle Zwane, who have spent time researching some of the biggest names in the sector and determining where the best opportunities lie.2023-12-1248 minAllan Gray PodcastMassive 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 delivered probably its worst performance in US dollars in 100 years, sending a clear message to investors: Things have changed. Allan Gray chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a turning point for markets and trends. They cover everything from AI and energy to cryptos and tech stocks, as they discuss our approach to navigating the risks and taki...2023-12-1253 minAllan Gray PodcastWhy South Africa is still attractive for investorsFrom 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 exposure as they ask themselves whether investing in the local market is still worth the risk. In conversation with portfolio manager Tim Acker, investment analysts Siphesihle Zwane and Jithen Pillay discuss the impact of the major local challenges on various industries. They share their thoughts on the South African investment landscape and the global themes that are shaping the local opportunity set, and explain why Allan Gray remains optimistic about a number of...2023-12-1249 minAllan Gray PodcastCan 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 the recent headline-grabbing corporate failures, it becomes clear that companies that fail to consider and manage environmental, social and governance (ESG) factors often prove to be poor investments and destroy shareholder value over the long term. In conversation with Nshalati Hlungwane, a manager in the Institutional Clients team from Allan Gray, ESG analyst Raine Adams and governance analyst Nicole Hamman separate the fundamentals from the fads, as they...2023-12-1250 minAllan Gray PodcastLessons from the winners and losers of the last five yearsOver 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 the COVID-19 pandemic, to the collapse of Steinhoff and Russia’s invasion of Ukraine, investors have been tasked with figuring out who the winners might be in a very complex environment.See Allan Gray for more info2023-12-1247 minAllan Gray PodcastFrom Johannesburg to Japan: How to resist the magnetism of the magnificent sevenIn 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 hurdles to overcome remain the best bet for long-term investors.2023-12-121h 04Allan Gray PodcastAre 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 the last few years is making way for a global stockpicker’s paradise. As the deflation of the “Everything Bubble” continues, long-term investors who remain focused on understanding the fundamentals of the companies they invest in are well placed to be rewarded in years to come. In an effort to make sense of the current environment, Rory and Matthew delve into the major global market shifts that are shaping the opportunity set and un...2023-12-1240 minAllan Gray PodcastAre 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 producing better retirement saving outcomes. Allan Gray’s head of Assurance, Richard Carter, joins Umbrella Fund specialist Mica Townsend to discuss the challenges with the current system, the complexities of the proposed changes and what the two-pot system will mean for investors, administrators, advisers and the country’s savings pool. Making sense of t...2023-12-1235 minAllan Gray PodcastThe 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 macroeconomic issues as they explain how the current geopolitical dynamics and tightening monetary policy regime are impacting the long-term investment environment.2023-12-1231 minAllan Gray Kaya BizALLAN GRAY – How to tame temptation and resist the urge to splurgeGUEST – Gladness Rupare – Investment specialist at Allan Gray
The season of “irresistible” specials has officially kicked off and the temptation to overspend lies around just about every corner. In the hive of festive activity and faced with ‘deals that are too good to resist’, it’s easy to forget your financial goals and spend more than you planned.
Practicing self-control and harnessing the willpower to subdue our impulses to spend are key to achieving our long-term savings and investment goals. Gladness Rupare, investment specialist at Allan Gray, joins Kaya Bizz to discuss how you can ta...2023-11-2808 minAllan Gray Kaya BizALLAN GRAY FEATURE – How to recalibrate your finances in an inflationary environmentGUEST – Lise-Mari Crafford, head of ManCo Distribution at Allan Gray
In any period of change, like the current high inflationary environment escalating living costs across the board, we are forced to make adjustments to our finances. Not all adjustments are necessarily negative ones, and they can be leveraged to form new, positive habits that can help us achieve better financial planning outcomes over the long term. Lise-Mari Crafford, head of ManCo Distribution at Allan Gray, joins Kaya Bizz to discuss some of the positive changes you can apply right now to recalibrate your personal finances. Kaya 959 2023-11-1414 minThe Allan Gray Podcast14. How to be a little less wrong – with James AitkenWhen it comes to investing, marginal improvements can make a significant difference to investment returns over time. James Aitken, the founder of Aitken Advisors, has spent three decades gaining a deep understanding of the global financial system’s plumbing. He has carefully studied markets and investors to identify the subtle differences that can help us become “a little less wrong” and produce meaningfully better outcomes over time. In conversation with Allan Gray’s chief investment officer, Duncan Artus, James shares the key things investors need to keep in mind as they traverse global markets. Allan Gray website · More insights from Allan Gra...2023-11-1455 minThe Allan Gray Podcast14. How to be a little less wrong – with James AitkenWhen it comes to investing, marginal improvements can make a significant difference to investment returns over time. James Aitken, the founder of Aitken Advisors, has spent three decades gaining a deep understanding of the global financial system’s plumbing. He has carefully studied markets and investors to identify the subtle differences that can help us become “a little less wrong” and produce meaningfully better outcomes over time. In conversation with Allan Gray’s chief investment officer, Duncan Artus, James shares the key things investors need to keep in mind as they traverse global markets. Allan Gray website · More insights from Allan Gra...2023-11-1455 minAllan Gray Kaya BizALLAN GRAY: 25 years of lessons for equity investorsGUEST - Tamryn Lamb, head of Retail at Allan Gray
This year, as Allan Gray celebrates 50 years of long-term investing, its first unit trust, the Allan Gray Equity Fund celebrates its 25th anniversary. When the fund launched 25 years ago, Nelson Mandela was the president, financial markets faced a liquidity crisis after Russia unexpectedly defaulted on its foreign debt, the prime interest lending rate was 21.5%, a dollar cost R5.50 and it cost R126 to fill a 50-litre petrol tank.
Though things have changed significantly since, the reality is that the year doesn’t st...2023-10-3111 minAllan Gray Kaya BizALLAN GRAY FEATURE– Challenges and opportunities with South Africa’s retirement fund systemGUEST – Richard Carter, Head of Assurance at Allan Gray
While South Africa’s retirement fund system has consistently produced inferior outcomes for savers, it is also ranked among the bottom 10 systems in the world. Savings leakages and low private pension fund participation are noted as the weak links dragging the overall system ratings down. Through retirement reform interventions like the two-pot retirement system, the government hopes to change investors’ savings behaviour and improve retirement outcomes over the long term.
Richard Carter, head of Assurance at Allan Gray, joins kaya Biz to discuss the challenges and opportunities with S...2023-10-1712 minAllan Gray Kaya BizALLAN GRAY FEATURE – Investing in frontier marketsGUEST – Varshan Maharaj - Portfolio manager at Allan Gray
One of the benefits that frontier markets offer South African investors is exposure to sectors that might not be available on the domestic stock market. Frontier markets can provide long-term investors with an exciting hunting ground for investment ideas, but being able to weigh-up the risks in these environments, is key to success. Allan Gray portfolio manager Varshan Maharaj joins Kaya Biz to unpack the frontier universe and discuss some of the pockets of opportunity for local investors looking to access sectors and companies that aren’t available on the...2023-10-0312 minThe Allan Gray Podcast13. From Johannesburg to Japan: How to resist the magnetism of the magnificent sevenBuoyed by the ongoing excitement around artificial intelligence, the so-called “magnificent seven” (Apple, Amazon, Google, Meta, MSFT, Nvidia and Tesla) have been able to count themselves among this year’s biggest winners. And it is easy to understand why: They are great businesses at the forefront of the latest tech developments, and they are expected to deliver exceptional growth. That said, history reminds us that it is exceptionally hard to exceed high expectations over the long term – particularly when they are already baked into a company’s share price.
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker...2023-09-281h 04The Allan Gray Podcast13. From Johannesburg to Japan: How to resist the magnetism of the magnificent sevenBuoyed by the ongoing excitement around artificial intelligence, the so-called “magnificent seven” (Apple, Amazon, Google, Meta, MSFT, Nvidia and Tesla) have been able to count themselves among this year’s biggest winners. And it is easy to understand why: They are great businesses at the forefront of the latest tech developments, and they are expected to deliver exceptional growth. That said, history reminds us that it is exceptionally hard to exceed high expectations over the long term – particularly when they are already baked into a company’s share price.
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker...2023-09-281h 04Allan Gray Kaya BizALLAN GRAY – Key questions to help you prepare for a secure retirementALLAN GRAY – Key questions to help you prepare for a secure retirement
GUEST - Mica Townsend - specialist in the Group Savings and Investments team at Allan Gray,
While our personal circumstances may differ, as retirement savers, we share one common goal – to have saved enough to ensure that the income we receive in retirement is sustainable for life and keeps pace with inflation. The reality, however, is that less than 10% of South Africans can afford to retirement comfortably. As life expectancy rates
continue to climb, it is even more critical to adequately plan for...2023-09-0510 minAllan Gray Kaya BizALLAN GRAY FEATURE – The power of 1%GUEST – Radhesen Naidoo - Joint head of Institutional Clients at Allan Gray
In tennis, a match may last for two to three hours, and a tournament lasts for two weeks, but a career, multiple years. To play exceptionally well consistently is difficult. Similarly, many investment managers may achieve stellar investment returns over one quarter or a year, but over decades and through different market cycles, outperformance becomes challenging.
An interesting aspect about professional sport is the margins by which you win. Being marginally better can translate into substantial advantages. In the world of long-term investing, every 1% re...2023-08-2207 minAllan Gray Kaya BizALLAN GRAY FEATURE - Three golden rules for long-term savings and investing successGUEST – Earl Van Zyl - Head of Retail Product Development at Allan Gray
Achieving long-term investment success is simple… But not easy. It demands unwavering determination to stick to your investment strategy and stay committed, even during turbulent times. This is the view of Earl Van Zyl, head of Retail Product Development at Allan Gray, who says that investing for real returns should be top of mind for all long-term investors, throughout their investing journey. But what does this mean? Earl discusses his three golden rules. Kaya 959 2023-07-2513 minAllan Gray Kaya BizALLAN GRAY - Are you ready for the 2023 tax-filing season?GUEST – Meagan Fraser, tax specialist at Allan Gray
The income tax season is officially open. As a taxpayer, understanding what your filing obligations are is crucial to ensuring that you remain tax compliant. During this tax season, the South African Revenue Service is once again making use of the auto-assessment process, but a few things have changed. Meagan Fraser, tax specialist at Allan Gray, joins Kaya Biz to discuss everything you need to know about filing an income tax return this year Kaya 959 2023-07-1111 minAllan Gray Kaya BizALLAN GRAY FEATURE– Are you making the most out of your tax-free investments?GUEST – Mthobisi Mthimkhulu, Direct Clients manager at Allan Gray
As long-term investors, we often say that there is no such thing as a free lunch: Performance is seldom delivered in a straight line, get-rich-quick schemes usually end in disappointment, and building long-term wealth takes time.
This means that long-term investors must exercise patience, have conviction in their investment strategies, and apply a consistent approach in order to meet their investment objectives. This is also true of tax-free investment (TFI) products: The real benefits are derived over longer periods of time. Mthobisi Mthimkhulu, Direct Clients manager at Al...2023-06-2719 min
Between Data and RiskE040: Purdue DIAL Ventures - startup venture done right, with Allan GrayIn the latest episode of "Between Data and Risk", hosts Artur and Marian sit down with Allan Gray, Executive Director of Purdue DIAL Ventures. With a primary focus on enhancing digital innovation in the food and agriculture industries, Allan brings a wealth of knowledge and insights on how to create startups from scratch.2023-05-1953 min
Between Data & RiskE040: Purdue DIAL Ventures - startup venture done right, with Allan GrayIn this episode of "Between Data and Risk", hosts Artur and Marian sit down with Allan Gray, Executive Director of Purdue DIAL Ventures. With a primary focus on enhancing digital innovation in the food and agriculture industries, Allan brings a wealth of knowledge and insights on how to create startups from scratch.
DIAL Ventures, a venture studio at Purdue University, has developed a unique approach to startup creation. In this episode, Allan walks us through their transformative methodology. The process begins with hiring smart individuals, dubbed 'fellows', who are then tasked with engaging wi...2023-05-1953 minAllan Gray Kaya BizALLAN GRAY FEATURE – Equities matter – even for the cautious investorGUEST – Marise Bester - Investment specialist at Allan Gray
While equity markets are volatile and can underperform cash and bonds over shorter periods, over the long term, investors are compensated for this volatility with substantially higher returns. Equities play an important role in any multi-asset class portfolio – including those of risk-averse investors who seek long-term real growth, but also need to protect the purchasing power of their investment. But how much equity exposure is enough, and how can investors balance the risk-return aspect of their portfolios? A low-equity unit trust can offer a solution.
Marise Bester, inve...2023-05-1612 minThe Allan Gray Podcast09. Why South Africa is still attractive for investorsFrom 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 exposure as they ask themselves whether investing in the local market is still worth the risk. In conversation with portfolio manager Tim Acker, investment analysts Siphesihle Zwane and Jithen Pillay discuss the impact of the major local challenges on various industries. They share their thoughts on the South African investment landscape and the global themes that are shaping the local opportunity set, and explain why Allan Gray remains optimistic about a number of...2023-05-0549 minThe Allan Gray Podcast09. Why South Africa is still attractive for investorsFrom 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 exposure as they ask themselves whether investing in the local market is still worth the risk. In conversation with portfolio manager Tim Acker, investment analysts Siphesihle Zwane and Jithen Pillay discuss the impact of the major local challenges on various industries. They share their thoughts on the South African investment landscape and the global themes that are shaping the local opportunity set, and explain why Allan Gray remains optimistic about a number of...2023-05-0549 minAllan Gray Kaya BizALLAN GRAY – How to pave the way for better investment decisionsGUEST – Nomi Bodlani, Head of Direct Clients at Allan Gray
When it comes to investing, most of us have good intentions, but the temptation to overspend often holds us back from achieving our financial goals. Understanding your environment and how it shapes your financial behaviour can help pave the way for making better decisions. Nomi Bodlani, head of Direct Clients at Allan Gray, joins Kaya Biz to discuss how our environment shapes our behaviour and shares tips to help investors pave the way for better decision-making. Kaya 959 2023-03-2807 minThe Allan Gray Podcast08. The new normal: What lies ahead?As memories of masks and lockdown restrictions fade, investors face a new list of challenges. Locally, loadshedding has eroded business margins and is casting a shadow on the market. Abroad, the threat of a new banking crisis has proven extremely unsettling and is having a negative impact on sentiment.
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 explain how the current geopolitical dynamics and tightening monetary policy regime are impacting the long-term...2023-03-2731 minThe Allan Gray Podcast08. The new normal: What lies ahead?As memories of masks and lockdown restrictions fade, investors face a new list of challenges. Locally, loadshedding has eroded business margins and is casting a shadow on the market. Abroad, the threat of a new banking crisis has proven extremely unsettling and is having a negative impact on sentiment.
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 explain how the current geopolitical dynamics and tightening monetary policy regime are impacting the long-term...2023-03-2731 min
Allan Gray Kaya BizALLAN GRAY FEATURE - Post-Budget speech commentary | A Budget of tough trade-offsUEST – Thalia Petousis, Portfolio manager at Allan Gray
South Africa appears to have taken a step back from a threatening fiscal cliff, with Finance Minister Enoch Godongwana delivering a Budget speech that he described as one focused on making “tough trade-offs in the interests of the country’s short- and long-term prosperity” and not austerity. With the dust settling on the 2023 Budget Speech, Thalia Petousis, portfolio manager at Allan Gray, joins Kaya Bizz to discuss the highlights from the Budget speech and whether the projections laid out for the country’s long-term finances and economic outlook are credible and can be...2023-02-2312 minThe Allan Gray PodcastMassive 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 delivered probably its worst performance in US dollars in 100 years, sending a clear message to investors: Things have changed. Allan Gray chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a turning point for markets and trends. They cover everything from AI and energy to cryptos and tech stocks, as they discuss our approach to navigating the risks and taki...2023-02-0954 minThe Allan Gray PodcastMassive 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 delivered probably its worst performance in US dollars in 100 years, sending a clear message to investors: Things have changed. Allan Gray chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a turning point for markets and trends. They cover everything from AI and energy to cryptos and tech stocks, as they discuss our approach to navigating the risks and taki...2023-02-0953 minThe Allan Gray Podcast07. 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 delivered probably its worst performance in US dollars in 100 years, sending a clear message to investors: Things have changed. Allan Gray chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a turning point for markets and trends. They cover everything from AI and energy to cryptos and tech stocks, as they discuss our approach to navigating the risks and taki...2023-02-0953 minThe Allan Gray Podcast07. 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 delivered probably its worst performance in US dollars in 100 years, sending a clear message to investors: Things have changed. Allan Gray chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a turning point for markets and trends. They cover everything from AI and energy to cryptos and tech stocks, as they discuss our approach to navigating the risks and taki...2023-02-0953 minThe Allan Gray PodcastDo 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 global inflation and slowing economic activity, how will the local banking sector fare? Are there still long-term opportunities? Allan Gray portfolio manager Tim Acker poses this question to investment analysts Pieter Koornhof and Siphesihle Zwane, who have spent time researching some of the biggest names in the sector and determining where the best opportunities lie. Capitec: The way to build a bank · · Do South African banks offer value in...2022-12-0848 minThe Allan Gray Podcast06. 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 global inflation and slowing economic activity, how will the local banking sector fare? Are there still long-term opportunities? Allan Gray portfolio manager Tim Acker poses this question to investment analysts Pieter Koornhof and Siphesihle Zwane, who have spent time researching some of the biggest names in the sector and determining where the best opportunities lie. Capitec: The way to build a bank · · Do South African banks offer value in...2022-12-0848 minThe Allan Gray Podcast06. 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 global inflation and slowing economic activity, how will the local banking sector fare? Are there still long-term opportunities? Allan Gray portfolio manager Tim Acker poses this question to investment analysts Pieter Koornhof and Siphesihle Zwane, who have spent time researching some of the biggest names in the sector and determining where the best opportunities lie. Capitec: The way to build a bank · · Do South African banks offer value in...2022-12-0848 minThe Allan Gray Podcast05. 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 producing better retirement saving outcomes. Allan Gray’s head of Assurance, Richard Carter, joins Umbrella Fund specialist Mica Townsend to discuss the challenges with the current system, the complexities of the proposed changes and what the two-pot system will mean for investors, administrators, advisers and the country’s savings pool. Making sense of t...2022-10-2635 minThe Allan Gray PodcastAre 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 producing better retirement saving outcomes. Allan Gray’s head of Assurance, Richard Carter, joins Umbrella Fund specialist Mica Townsend to discuss the challenges with the current system, the complexities of the proposed changes and what the two-pot system will mean for investors, administrators, advisers and the country’s savings pool. Making sense of t...2022-10-2635 minThe Allan Gray Podcast05. 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 producing better retirement saving outcomes. Allan Gray’s head of Assurance, Richard Carter, joins Umbrella Fund specialist Mica Townsend to discuss the challenges with the current system, the complexities of the proposed changes and what the two-pot system will mean for investors, administrators, advisers and the country’s savings pool. Making sense of t...2022-10-2635 minThe Allan Gray Podcast04. 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 and has seen our shared investment philosophy play out through multiple cycles. During the conversation, he explains how Orbis thinks about investing in an environment shaped by rising geopolitical tension, a growing global energy crisis and rampant inflation. Dan also shares some insight into where Orbis is finding compelling opportunities...2022-09-3041 minThe Allan Gray Podcast04. 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 and has seen our shared investment philosophy play out through multiple cycles. During the conversation, he explains how Orbis thinks about investing in an environment shaped by rising geopolitical tension, a growing global energy crisis and rampant inflation. Dan also shares some insight into where Orbis is finding compelling opportunities...2022-09-3041 minThe Allan Gray PodcastDo 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 and has seen our shared investment philosophy play out through multiple cycles. During the conversation, he explains how Orbis thinks about investing in an environment shaped by rising geopolitical tension, a growing global energy crisis and rampant inflation. Dan also shares some insight into where Orbis is finding compelling opportunities...2022-09-3041 min
The Brett Allan ShowWriter John Gray Discusses His New Book "The Desecrated" and "The Ghost Whisperer"Brooklyn born John Gray is an award-winning writer-director-producerof films and television, and the creator of the long running TV series,Ghost Whisperer.He has written and directed many feature films andmovies for television, including White Irish Drinkers, starring StephenLang and Karen Allen; Martin And Lewis, starring Sean Hayes andJeremy Northam; the Emmy® nominated A Place For Annie, withSissy Spacek; the Emmy® nominated mini-series Haven with NatashaRichardson and Anne Bancroft; Helter Skelter, and many others. Gr...2022-09-1219 minThe Allan Gray Podcast03. 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 driving forces behind the FTSE/JSE All Share Index hitting a new high earlier this year. As local investors, we think we are pretty well-versed in analysing and valuing commodity producers, but when you go to a global asset allocation level, there is not nearly the same amount of interest...2022-08-2442 minThe Allan Gray Podcast03. 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 driving forces behind the FTSE/JSE All Share Index hitting a new high earlier this year. As local investors, we think we are pretty well-versed in analysing and valuing commodity producers, but when you go to a global asset allocation level, there is not nearly the same amount of interest...2022-08-2442 minThe Allan Gray PodcastCan 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 driving forces behind the FTSE/JSE All Share Index hitting a new high earlier this year. As local investors, we think we are pretty well-versed in analysing and valuing commodity producers, but when you go to a global asset allocation level, there is not nearly the same amount of interest...2022-08-2442 minThe Allan Gray Podcast02. 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 are faced with the difficult task of hiking interest rates to rein in inflation. Allan Gray portfolio manager Sandy McGregor started his career in the 1970s when, much like today, the world was facing rampant global inflation and an energy crisis. In conversation with Allan Gray portfolio manager Thalia Petousis, Sandy reflects on...2022-07-2243 minThe Allan Gray Podcast02. 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 are faced with the difficult task of hiking interest rates to rein in inflation. Allan Gray portfolio manager Sandy McGregor started his career in the 1970s when, much like today, the world was facing rampant global inflation and an energy crisis. In conversation with Allan Gray portfolio manager Thalia Petousis, Sandy reflects on...2022-07-2243 minThe Allan Gray PodcastCan 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 are faced with the difficult task of hiking interest rates to rein in inflation. Allan Gray portfolio manager Sandy McGregor started his career in the 1970s when, much like today, the world was facing rampant global inflation and an energy crisis. In conversation with Allan Gray portfolio manager Thalia Petousis, Sandy reflects on...2022-07-2243 minThe Allan Gray PodcastHow to think about investing in an energy-short and volatile worldFrom 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, Duncan Artus, and Alec Cutler, portfolio manager at our offshore partner, Orbis. Delving into many of the critical issues shaping the environment, they explain how they are thinking about these global events and positioning the portfolios for a range of potential outcomes. What has gone wrong with Naspers? · Food pri...2022-06-081h 01The Allan Gray Podcast01. How to think about investing in an energy-short and volatile worldFrom 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, Duncan Artus, and Alec Cutler, portfolio manager at our offshore partner, Orbis. Delving into many of the critical issues shaping the environment, they explain how they are thinking about these global events and positioning the portfolios for a range of potential outcomes. What has gone wrong with Naspers? · Food pri...2022-06-081h 01The Allan Gray Podcast01. How to think about investing in an energy-short and volatile worldFrom 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, Duncan Artus, and Alec Cutler, portfolio manager at our offshore partner, Orbis. Delving into many of the critical issues shaping the environment, they explain how they are thinking about these global events and positioning the portfolios for a range of potential outcomes. What has gone wrong with Naspers? · Food pri...2022-06-081h 01
Allan Gray Orbis FoundationBonus Episode: Entrafluence SeriesGray Matter Conversations BONUS episode!
In this episode, hear from Fellow Melvyn Lubega, founder of GO1, an organization that serves as the Expedia for corporate training by allowing organizations to easily search, view, and book courses both online and in-person from GO1's marketplace of over 350000 learning items. GO1 has recently attained Unicorn status, which celebrates a startup company that has a valuation of over $1 billion. Hear about how Melvyn's entrepreneurial journey began and how his moral compass led him to solve a pressing problem of access to effective training within the entrepreneurial realm, and how it d...2021-07-0909 min
Allan Gray Orbis FoundationEpisode 4: Entrafluence SeriesGray Matter and chill with Timothy Maurice Webster in the fourth episode of our Entrafluence Series where we hear from Okendo Lewis Gayle, the founder of the Harambeans entrepreneur alliance, an alliance dedicated to supporting the visionaries and innovators of Africa. Hear about the beginnings and experiences that shaped Okendo and how one moment inspired him to continue to pursue a better world. 2021-06-3010 min
Allan Gray Orbis FoundationEpisode 3: Entrafluence SeriesGray Matter and chill with Timothy Maurice Webster in the third episode of our Entrafluence series where we chat to Thandeka Xaba, Fellow and co-founder of Digital Africa Ventures, which serves and represents the underrepresented by bridging the funding and support gap for early-stage tech entrepreneurs. Thandeka is also the Founder of Glam Mobile Grooming Services. Hear about what shaped and molded her into who she is and when the entrepreneur side of her was born. Listen to how a simple personal problem sparked a chain of entrepreneurial action for Thandeka.
Turn on screen reader support2021-06-3016 min
Allan Gray Orbis FoundationEpisode 2: Entrafluence SeriesCatch this second episode of Gray Matter conversations podcast in the Entrafluence series with Timothy Maurice Webster and Marie-Noelle, a researcher at the Brenthurst Foundation which offers new ideas and innovation for strengthening Africa’s economic performance. This episode speaks to Marie’s academic experience and how she applied it along with entrepreneurial tools to have an impact within the policy-making space in order to regulate society better. Gray Matter and chill with us.2021-06-1712 min
Money & MedicineMoney and Medicine - Investing with Allan GraySince 1973, Allan Gray has adhered to the same set of values - Being client focused and designing investment solutions that tie their success to that of their clients.
In this episode we explore Allan Gray's value proposition and their uncluttered range of products and services. They have a resolute focus on putting their clients' interest first and avoid (not manage) any potential conflicts of interest.
*Disclaimer - Kindly note that the information shared in this video are the opinions and experiences of the speakers and should not be considered professional financial advice. Please reach out to...2021-06-1629 min
Allan Gray Orbis FoundationEpisode 1: Entrafluence SeriesListen to the first of our Gray Matter Podcasts in the Entrafluence series which aims to highlight how entrepreneurship can be used as a platform to add value to society, featuring one of our very own Fellows, Lethabo Motsoaledi, the CTO and co-founder of Voyc, which is an AI and machine learning service that helps clients achieve expert insights infinitely fast, with Timothy Maurice Webster. This is Lethabo’s personal journey of what shaped her into the entrepreneur she is today and how the Allan Gray Orbis Foundation acted as a vehicle for her to reach and achieve her purp...2021-06-1414 min
Education Incorporated (Edu Inc) Private SchoolAllan Gray Entrepreneurial Challenge 2021 | EduInc excelsA review of the 2021 challenge by the EduInc Allan Gray Entrepreneurial Team
Education Incorporated participated in the prestigious annual Allen Grey Entrepreneurship challenge for high school students and three of the school's students made it to the top 20 finalists for this year in a competition where more than 8000 learners from all over the country participated.
In this podcast, Headmaster Mr Atchison engages in a conversation with the three participating learners (Chad, Aidan and Cian) as well as their Business Studies teacher, Mr Tshuma, in reliving their experience in the challenge and sharing the lessons learned. Allan...2021-05-2852 min
Allan Gray Orbis FoundationGray Matter Conversations, Episode 3This podcast delves into the view shift of entrepreneurship and how it has transitioned from an individualistic means to make money, to a means of adding value to the lives of others. Yogavelli Nambiar, CEO of the Allan Gray Orbis Foundation, also advocates for entrepreneurial learning and stresses that it should be considered a fundamental human right, as young people of the future will need to have an entrepreneurial mindset in order to survive and thrive. 2021-03-2531 minAllan Gray Orbis FoundationEpisode 2: Gray Matter ConversationsThe Foundation surveyed over 1200 entrepreneurs across the country in 2020 and identified 14 different competencies that drive successful entrepreneurs - we use these competencies to identify entrepreneurial potential in our ecosystem.
Fellows Melvyn Lubega and Dineo Lioma share how these competencies have manifested in their lives in the past year, especially that of Resilience in the fight against COVID-19.
Catch the Gray Matter Conversation with CEO, Yogavelli Nambiar.2021-02-2336 min
Rational RadioAllan Gray's Duncan Artus: Why I love MultiChoice - plus gold shares, Naspers and TongaatDuncan Artus, one of the key portfolio managers and director at Allan Gray, is celebrating a decision to make hay while the foreign dumping of MultiChoice was happening - delivering a quick 30% return for his investors. So strong has been Allan Gray's purchasing that the firm is now MultiChoice's second largest shareholder. On Rational Radio this week Duncan spoke about why we South African radio stations should be quoting Naspers rather than the gold price; admitted to holding about 6% of Tongaat when the company crashed; and shared what he thinks will be the JSE's winners during the next year.2019-06-2012 min
Frank Reactions - Customer Experience & Customer Service in the Digital EraHow Investment Management Firm, Allan Gray, Became (& Stays) So SuccessfulInvestment Management Firm’s Success Starts With Values
I just got back from an amazing two weeks in South Africa, where I spoke at the Seamless Africa Conference, interviewed people like today’s podcast guest, Nomi Bodlani from investment management firm, Allan Gray and then explored the history, politics, beauty and wine of the region.
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(If you are curious, you can see my photos and video clips from Cape Town and surrounding regions here.)
Nomi Bodlani is the Client Experience Team Lead at Allan Gray. The company was founded in 1973, and has...2017-04-0646 min