The Allan Gray Podcast cover art

The Allan Gray Podcast

The Allan Gray Podcast

By: Allan Gray
Listen for free

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.Allan Gray Economics Personal Finance
Episodes
  • 34. Exploring the frontier: Why elevated risk offers enticing opportunities

    34. Exploring the frontier: Why elevated risk offers enticing opportunities
    May 4 2026
    Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier and smaller emerging markets, that fear weighs heavily on asset prices, often sending them well below what the underlying business fundamentals suggest.

    Horacia Naidoo-McCarthy, a manager in the Institutional Clients team, is joined by portfolio managers Rory Kutisker-Jacobson and Varshan Maharaj to explore opportunities in unloved or overlooked markets amid uncertainty. Using some examples from the Allan Gray Frontier Markets Equity Fund’s investment universe, they discuss the distinction between structural and cyclical risk, how deep fundamental research can uncover high-quality businesses hidden in plain sight, and where patient long-term investors may be rewarded for leaning into risk when fear dominates asset prices. Frontier Markets Equity Fund: Focusing on value amid market volatility · Allan Gray website
    Show More Show Less
    54 mins
  • 33. South Africa’s reform test: Fleeting gains or fundamental change?

    33. South Africa’s reform test: Fleeting gains or fundamental change?
    Apr 8 2026
    Last year’s strong market returns renewed optimism in South Africa after years of sluggish growth, but many investors are wondering whether the country has truly reached a turning point or is merely in the midst of a false dawn. Allan Gray portfolio managers Thalia Petousis and Sandy McGregor are joined by ESG analyst Raine Adams to discuss whether the country’s reform narrative is on track. They also explore the structural factors shaping the economic environment, including energy, water and logistics, and share views on whether local asset prices can withstand global shocks. Tipping point or false dawn? South Africa’s defining question · Allan Gray website
    Show More Show Less
    48 mins
  • 32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby

    32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby
    Feb 17 2026
    For many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed and political tides turned across major economies. Amid these contrasts, investors and advisers were reminded just how crucial it is to manage behaviour. Falling prey to inherent behavioural biases and knee-jerk reactions when markets shift are well-known ways to hinder performance and erode returns. In conversation with Allan Gray portfolio manager Tim Acker, leading behavioural finance expert and author Dr Daniel Crosby explores habits and hacks that personal and professional investors can employ to navigate volatile markets, avoid cognitive traps and enhance their long-term investment success. Allan Gray website · Why behaviour shapes long-term investment success more than performance
    Show More Show Less
    50 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet