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Podcasts

Insights categories - Personal investing

Timeless lessons on risk, opportunity and living a good life – with Morgan Housel

By Tim Acker on 12 Feb 2024

Listening time: 53 min

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...

Insights categories - Offshore investing

Holding steady when global markets are in flux

By Radhesen Naidoo on 13 Dec 2023

Listening time: 51 mins

In the latest episode of The Allan Gray Podcast, Radhesen Naidoo, Allan Gray’s joint head of Institutional Clients and the client-servicing lead for Orbis in...

Insights categories - Investment insights

How to be a little less wrong – with James Aitken

By Duncan Artus on 16 Nov 2023

Listening time: 56 mins

When it comes to investing, marginal improvements can make a significant difference to investment returns over time. In conversation with Allan Gray’s chief...

Insights categories - Offshore investing

From Johannesburg to Japan: How to resist the magnetism of the magnificent seven

By Tamryn Lamb on 28 Sep 2023

Listening time: 64 mins

In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we...

Insights categories - Local investing

Lessons from the winners and losers of the last five years

By Siphesihle Zwane on 30 Aug 2023

Listening time: 47 mins

In conversation with investment analyst Siphesihle Zwane, portfolio manager Jacques Plaut and investment analyst Pieter Koornhof discuss some of the notable...

Insights categories - ESG

Can long-term investors afford to invest without considering ESG?

By Nshalati Hlungwane on 12 Jul 2023

Listening time: 50 mins

In conversation with Nshalati Hlungwane, a manager in the Institutional Clients team, ESG analyst Raine Adams and governance analyst Nicole Hamman separate t...

Insights categories - Offshore investing

Are we entering a global stockpicker’s paradise?

By Rory Kutisker-Jacobson on 02 Jun 2023

Listening time: 40 mins

In conversation with portfolio manager Rory Kutisker-Jacobson, Matthew Spencer from our offshore partner, Orbis, explains why the Investment team believes th...

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