Allan Gray The Allan Gray Podcast

18. Investment notes from the frontier

Loading player...
Investing in frontier markets is not for the faint-hearted. But for those brave enough to look beyond material risks, such as political instability, currency fluctuations and poor liquidity, many of these smaller markets provide fertile hunting ground for compelling ideas and exposure to sectors that are not available in South Africa. In conversation with Grant Pitt, head of Institutional, portfolio managers Rory Kutisker-Jacobson and Varshan Maharaj discuss the themes shaping frontier markets and explain how they navigate the risks as they pursue long-term returns.
17 May 2024 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