Allan Gray The Allan Gray Podcast

09. Why South Africa is still attractive for investors

Loading player...
From persistent loadshedding to deteriorating national infrastructure, South Africa’s challenges are well known. The recurring negative headlines have prompted many investors to look into increasing their offshore exposure as they ask themselves whether investing in the local market is still worth the risk. In conversation with portfolio manager Tim Acker, investment analysts Siphesihle Zwane and Jithen Pillay discuss the impact of the major local challenges on various industries. They share their thoughts on the South African investment landscape and the global themes that are shaping the local opportunity set, and explain why Allan Gray remains optimistic about a number of attractive JSE-listed companies.
5 May 2023 English South Africa Business · Investing

Other recent episodes

31. The cost of chasing perfection when investing – with Dr Thomas Curran

Is perfectionism costing us more than we realise in mental health, life and investment decision-making? Our head of Group Savings and Investments, Shaheed Mohamed, and Dr Thomas Curran, a leading academic on perfectionism and bestselling author, explore how striving for perfection can undermine long-term outcomes. Their conversation ranges from burnout…
1 Dec 34 min

30. Investment ideas that make us go hmmm – with Grant Williams

While what worked for the last 40 years of investing may not work for the next 40, history offers valuable lessons for the path ahead. Chief investment officer Duncan Artus and renowned author and publisher Grant Williams unpick past events and explore future opportunities. From Japan’s decades-long battle with deflation…
5 Nov 44 min

29. Separating the numbers from the narratives

There is often a great disparity between a stock’s market value and what it is fundamentally worth. In conversation with portfolio manager Rory Kutisker-Jacobson, Mark Dunley-Owen, portfolio manager from our offshore partner, Orbis, explores global investment opportunities beyond those currently in vogue. They delve into high-conviction picks in China, standout…
17 Oct 40 min

28. Gold in the age of fiscal dominance

With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central banks are increasingly caught in a delicate balancing act – controlling inflation, while also managing the burden of sovereign debt and excess liquidity. At the same time, the US dollar’s…
12 Sep 54 min

27. From pints to Pixar

Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being navigated by investors. However, that is not all they are. They are also opportunity creators for investors who have done their homework and are deeply focused on fundamentals. Allan Gray portfolio…
24 Jun 45 min
All episodes