The Allan Gray Podcast
By Allan Gray
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Category: Investing
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Subscribers: 4
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Episodes: 31
Description
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.
| Episode | Date |
|---|---|
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31. The cost of chasing perfection when investing – with Dr Thomas Curran
|
Dec 01, 2025 |
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30. Investment ideas that make us go hmmm – with Grant Williams
|
Nov 05, 2025 |
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29. Separating the numbers from the narratives
|
Oct 17, 2025 |
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28. Gold in the age of fiscal dominance
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Sep 12, 2025 |
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27. From pints to Pixar
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Jun 24, 2025 |
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26. Are global investors dependent on great expectations?
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Jun 06, 2025 |
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25. SA listed property: The appeal of fixed assets in an uncertain world
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Apr 24, 2025 |
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24. How money tells the story of humanity – with David McWilliams
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Feb 11, 2025 |
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23. Beyond the US: Separating the signals from the noise
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Nov 19, 2024 |
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22. A revival for South Africa’s retail giants?
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Oct 22, 2024 |
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21. How the great election year has shaped financial markets
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Sep 18, 2024 |
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20. Two-pot: How to achieve better retirement outcomes
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Aug 05, 2024 |
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19. Building multi-asset portfolios in an uncertain world
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Jun 26, 2024 |
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18. Investment notes from the frontier
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May 17, 2024 |
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17. Trends shaping the future of investment management
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Apr 05, 2024 |
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16. Timeless lessons on risk, opportunity and living a good life – with Morgan Housel
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Feb 12, 2024 |
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15. Holding steady when global markets are in flux
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Dec 12, 2023 |
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14. How to be a little less wrong – with James Aitken
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Nov 14, 2023 |
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13. From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
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Sep 28, 2023 |
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12. Lessons from the winners and losers of the last five years
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Aug 30, 2023 |
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11. Can long-term investors afford to invest without considering ESG?
|
Jul 11, 2023 |
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10. Are we entering a global stockpicker’s paradise?
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Jun 02, 2023 |
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09. Why South Africa is still attractive for investors
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May 05, 2023 |
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08. The new normal: What lies ahead?
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Mar 27, 2023 |
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07. Massive market moves: How will they shape the years ahead?
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Feb 09, 2023 |
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06. Do local banks offer value in an inflationary world?
|
Dec 08, 2022 |
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05. Are better outcomes for retirement savers on the horizon?
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Oct 26, 2022 |
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04. Do old investment truths still hold in the current global environment?
|
Sep 30, 2022 |
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03. Can South African investors continue to count on commodities?
|
Aug 24, 2022 |
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02. Can optimism rise from the inflationary ashes?
|
Jul 22, 2022 |
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01. How to think about investing in an energy-short and volatile world
|
Jun 08, 2022 |