Kaya 959 Allan Gray Kaya Biz

Balance caution with opportunism by investing in a low equity strategy

Loading player...
Risk-averse investors fled the market in droves as the COVID-19 crisis hit, opting for the security of money markets, rather than suffering through the volatility. However, it seems the appetite for equities has returned now that the markets are flying. While this behavior is understandable, it is also counter-productive for long-term investors. Many who followed this pattern would have locked in losses and missed out on the recovery. Tim Acker, portfolio manager from Allan Gray, joins Kaya Bizz to discuss why investing in a low equity fund could be better than trying to time the market.
6 Apr 2021 English South Africa Investing · Investing

Other recent episodes

SA National Wills Week 2026: Allan Gray on your Will as your Legacy

Many South Africans know they need a will — but never get around to drafting one. As National Wills Week kicks off, Allan Gray’s Jaya Leibowitz explains why a valid, up‑to‑date will is essential, how to choose an executor, and what to consider when planning for your loved ones’ financial…
15 Sep 14 min

Allan Gray: Your Retirement, Your Choices: Making Sense Of The Options

It can be tempting to view retirement as a destination, but in reality, it is another stage in a much longer financial journey. The decisions made while saving for retirement – such as when you start investing, how consistently you contribute and not dipping into your savings along the way…
1 Sep 12 min

Why Strong Markets Can Hide Big Risks

Allan Gray’s Jeff Tshikhudo explains why investors often overlook risk when markets are rising — and how sectors like precious metals can swing from top performers to sudden laggards. A masterclass in diversification, discipline, and avoiding FOMO-driven decisions.
18 Aug 12 min

Long-Term Investing in a Short-Term World: Allan Gray on Staying the Course

In a world driven by instant news and rapid market reactions, long-term investing can feel counterintuitive. Allan Gray’s Mthobisi Mthimkhulu explains why patience, discipline and diversification remain essential for wealth creation. He breaks down the “behaviour gap,” the risks of emotional decision-making, and how investors can avoid missing out on…
4 Aug 16 min

Building wealth through life's unexpected twists and turns

Life rarely goes according to plan, and your finances are no exception. From unexpected setbacks to shifting priorities and volatile markets, staying on course requires more than good intentions. Allan Gray's Gladness Rupare joins Gugulethu Mfuphi to discuss why a durable investment strategy, starting early, investing consistently and staying disciplined…
21 Jul 8 min
All episodes