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The Allan Gray Podcast

Allan Gray

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 ... more

PublishesMonthlyEpisodes17Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Allan Gray Podcast

Latest Episodes

The 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, Da... more

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22 days ago

With 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 m... more

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2 months ago

The 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-wat... more

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4 months ago

When 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 p... more

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5 months ago

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Reviews

5.0 out of 5 stars from 35 ratings
  • Transparency is everything

    Being a pro AG broker love how my clients are able to so easily access their insights on the global and local economic situation local and foreign markets being so transparent super impressive keep it up 🤘

    Apple Podcasts
    5
    dieter hough
    South Africaa year ago
  • What are people missing…

    Great start to Allan Gray podcast. Keep it coming! Well worth a listen for anyone interested in investing and portfolio construction.

    Apple Podcasts
    5
    Jürgen from SA
    South Africa2 years ago

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