Unlocking infrastructure investment in South Africa
In the latest episode of The Allan Gray Podcast, Thalia Petousis, Sandy McGregor and Raine Adams argue that SA’s infrastructure underinvestment is not the result of a shortage of money, but of opportunity. The private sector continues to show a willingness to fund viable projects. The panel points to the roughly R350bn of capital that has been invested in the local Renewable Energy Independent Power Producer Procurement Programme projects since 2022 – the same year that the offshore allowance was in fact increased.
Podcasts
Unlocking infrastructure investment in South Africa
In the latest episode of The Allan Gray Podcast , Thalia Petousis, Sandy McGregor and Raine Adams argue that SA’s infrastructure underinvestment is not the...
Beyond the hit rate: Making the best investment ideas count
Successful investing is often associated with making perfect decisions, yet even the most accomplished investors can be wrong from time to time. Long-term...
New tools, old habits: Investing in the age of AI
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and he...
Needles in a haystack: Finding the compounders that drive long-term equity returns
In the latest episode of The Allan Gray Podcast, portfolio manager Siphesihle Zwane is joined by fellow portfolio managers Jithen Pillay and Pieter Koornhof ...
The investment case for preparation over prediction
In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.
Exploring the frontier: Why elevated risk offers enticing opportunities
Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier a...
South Africa’s reform test: Fleeting gains or fundamental change?
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...