Allan Gray The Allan Gray Podcast

21. How the great election year has shaped financial markets

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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 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 Vuyo Mroxiso to explore the impact of the great election year on financial markets and explain how political change is reshaping the opportunity set for long-term investors.
18 Sep English South Africa Business · Investing

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23. Beyond the US: Separating the signals from the noise

The 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…
19 Nov 50 min

22. 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…
22 Oct 52 min

20. 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, there are some hidden risks that investors should be aware of to ensure they don’t inadvertently offset its intended benefits. Richard…
5 Aug 40 min

19. 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 increasingly complex task. For some time, our offshore partner, Orbis, has warned that the environment appears to be changing,…
26 Jun 54 min

18. 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 these smaller markets provide fertile hunting ground for compelling ideas and exposure to sectors that are not available in South…
17 May 50 min
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