https://www.allangray.co.za/ Long-term investors have to make sense of a barrage of information, from market movements and geopolitical news to economic developments and personal finance trends. Through conversations with investment professionals from Allan Gray and various expert guests, we aim to give you insight into how we view the world and how this shapes the way we construct our portfolios to deliver long-term returns for our clients. Allan Gray is an authorised financial services provider. Business en Wed, 08 Jun 2022 11:11:03 +0200 Tue, 17 Feb 2026 15:28:52 +0200 30 http://blogs.law.harvard.edu/tech/rss iono.fm 2.5.2.0 Allan Gray no Monthly feeds@iono.fm (Feed Manager) https://cdn.iono.fm/files/p2857/logo_7306_20250909_211642_1400.jpeg https://www.allangray.co.za/ Long-term investors have to make sense of a barrage of information, from market movements and geopolitical news to economic developments and personal finance trends. Allan Gray episodic Allan Gray podcast@allangray.co.za false ZA https://iono.fm/e/1663885 https://iono.fm/e/1663885 Tipping point or false dawn? South Africa’s defining question · Allan Gray website]]> Business Wed, 08 Apr 2026 10:14:00 +0200 0 0 33. South Africa’s reform test: Fleeting gains or fundamental change? 0 0 Allan Gray full 47:31 The Allan Gray Podcast https://iono.fm/e/1647105 https://iono.fm/e/1647105 Allan Gray website · Why behaviour shapes long-term investment success more than performance]]> Business Tue, 17 Feb 2026 15:27:00 +0200 0 0 32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby 0 0 Allan Gray full 49:56 The Allan Gray Podcast https://iono.fm/e/1624234 https://iono.fm/e/1624234 Allan Gray website]]> Business Mon, 01 Dec 2025 14:58:00 +0200 0 0 31. The cost of chasing perfection when investing – with Dr Thomas Curran 0 0 Allan Gray full 34:24 The Allan Gray Podcast https://iono.fm/e/1615069 https://iono.fm/e/1615069 Business Wed, 05 Nov 2025 12:50:00 +0200 0 0 30. Investment ideas that make us go hmmm – with Grant Williams 0 0 Allan Gray full 44:01 The Allan Gray Podcast https://iono.fm/e/1608776 https://iono.fm/e/1608776 Allan Gray website]]> Business Fri, 17 Oct 2025 14:47:00 +0200 0 0 29. Separating the numbers from the narratives 0 0 Allan Gray full 40:52 The Allan Gray Podcast https://iono.fm/e/1596875 https://iono.fm/e/1596875 Allan Gray website · Rebuilding the global monetary order with bricks of gold]]> Business Fri, 12 Sep 2025 14:51:00 +0200 0 0 28. Gold in the age of fiscal dominance 0 0 Allan Gray full 54:00 The Allan Gray Podcast https://iono.fm/e/1569355 https://iono.fm/e/1569355 Business Tue, 24 Jun 2025 16:00:00 +0200 0 0 27. From pints to Pixar 0 0 Allan Gray full 45:55 The Allan Gray Podcast https://iono.fm/e/1563849 https://iono.fm/e/1563849 Orbis Global Balanced: Defensively positioned to deliver long-term returns · The conflict between price and fundamentals]]> Business Fri, 06 Jun 2025 13:49:00 +0200 0 0 26. Are global investors dependent on great expectations? 0 0 Allan Gray full 51:56 The Allan Gray Podcast https://iono.fm/e/1549578 https://iono.fm/e/1549578 Allan Gray website]]> Business Thu, 24 Apr 2025 15:10:00 +0200 0 0 25. SA listed property: The appeal of fixed assets in an uncertain world 0 0 Allan Gray full 53:16 The Allan Gray Podcast https://iono.fm/e/1526408 https://iono.fm/e/1526408 Allan Gray website · Allan Gray | Could 2025 be the most consequential year in our lifetime?]]> Business Tue, 11 Feb 2025 12:52:00 +0200 0 0 24. How money tells the story of humanity – with David McWilliams 0 0 Allan Gray full 46:16 The Allan Gray Podcast https://iono.fm/e/1503908 https://iono.fm/e/1503908 Allan Gray website]]> Business Tue, 19 Nov 2024 12:54:00 +0200 0 0 23. Beyond the US: Separating the signals from the noise 0 0 Allan Gray full 50:20 The Allan Gray Podcast https://iono.fm/e/1494653 https://iono.fm/e/1494653 Allan Gray website · Rate-cutting cycle kicks off]]> Business Tue, 22 Oct 2024 14:49:00 +0200 0 0 22. A revival for South Africa’s retail giants? 0 0 Allan Gray full 52:42 The Allan Gray Podcast https://iono.fm/e/1483611 https://iono.fm/e/1483611 Allan Gray | Unit Trusts · Introducing the Allan Gray Interest Fund and the Allan Gray Income Fund]]> Business Wed, 18 Sep 2024 12:13:00 +0200 0 0 21. How the great election year has shaped financial markets 0 0 Allan Gray full 50:11 The Allan Gray Podcast https://iono.fm/e/1467779 https://iono.fm/e/1467779 Two-pot retirement system]]> Business Mon, 05 Aug 2024 16:40:00 +0200 0 0 20. Two-pot: How to achieve better retirement outcomes 0 0 Allan Gray full 40:29 The Allan Gray Podcast https://iono.fm/e/1454788 https://iono.fm/e/1454788
In conversation with Orbis portfolio manager Alec Cutler, Nshalati Hlungwane, a manager in our Institutional Clients team, explores the global investment universe and finds out how Orbis is thinking about its multi-asset strategies in the current environment. Allan Gray website · Orbis Global Balanced: Investing through the cycles]]> Business Wed, 26 Jun 2024 11:57:00 +0200 0 0 19. Building multi-asset portfolios in an uncertain world 0 0 Allan Gray full 54:00 The Allan Gray Podcast https://iono.fm/e/1442441 https://iono.fm/e/1442441 Frontier markets: Innovative industry leaders drive returns]]> Business Fri, 17 May 2024 12:18:00 +0200 0 0 18. Investment notes from the frontier 0 0 Allan Gray full 50:03 The Allan Gray Podcast https://iono.fm/e/1422604 https://iono.fm/e/1422604 Allan Gray website · 50 years of investing in an evolving ecosystem]]> Business Fri, 05 Apr 2024 17:10:00 +0200 0 0 17. Trends shaping the future of investment management 0 0 Allan Gray full 41:56 The Allan Gray Podcast https://iono.fm/e/1405378 https://iono.fm/e/1405378 Allan Gray website]]> Business Mon, 12 Feb 2024 16:05:00 +0200 0 0 16. Timeless lessons on risk, opportunity and living a good life – with Morgan Housel 0 0 Allan Gray full 53:45 The Allan Gray Podcast https://iono.fm/e/1389554 https://iono.fm/e/1389554
In this episode, Radhesen Naidoo, Allan Gray’s joint head of Institutional Clients and the client-servicing lead for Orbis in South Africa, hosts Orbis portfolio managers Alec Cutler and Ben Preston. As they move through world markets, they highlight many of the exciting opportunities for patient investors and explain how Orbis’s Global Equity and Global Balanced strategies differ in their approaches. Offshore investing · The magnificent middle · Orbis: Navigating market change]]> Business Tue, 12 Dec 2023 17:12:00 +0200 0 0 15. Holding steady when global markets are in flux 0 0 Allan Gray full 51:37 The Allan Gray Podcast https://iono.fm/e/1380314 https://iono.fm/e/1380314 Allan Gray website · More insights from Allan Gray · 50 years of creating long-term wealth for our clients]]> Business Tue, 14 Nov 2023 12:22:00 +0200 0 0 14. How to be a little less wrong – with James Aitken 0 0 Allan Gray full 55:15 The Allan Gray Podcast https://iono.fm/e/1364588 https://iono.fm/e/1364588
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we share the belief that good, undervalued businesses with fewer hurdles to overcome remain the best bet for long-term investors. They also delve into some of their favourite global investment ideas. Orbis Global Equity: Value in a changing Japan · Local investment update: Balancing caution and optimism]]> Business Thu, 28 Sep 2023 13:35:00 +0200 0 0 13. From Johannesburg to Japan: How to resist the magnetism of the magnificent seven 0 0 Allan Gray full 1:04:13 The Allan Gray Podcast https://iono.fm/e/1355041 https://iono.fm/e/1355041 Capitec: The way to build a bank · Four contrarian investment questions to ask in 2023]]> Business Wed, 30 Aug 2023 15:22:00 +0200 0 0 12. Lessons from the winners and losers of the last five years 0 0 Allan Gray full 47:23 The Allan Gray Podcast https://iono.fm/e/1330281 https://iono.fm/e/1330281 Taking stock of our stewardship efforts · ESG: The fundamentals vs the fads · Stewardship Report]]> Business Tue, 11 Jul 2023 16:12:00 +0200 0 0 11. Can long-term investors afford to invest without considering ESG? 0 0 Allan Gray full 50:14 The Allan Gray Podcast https://iono.fm/e/1316952 https://iono.fm/e/1316952 Memory: Industry cycles, not the business cycle · Orbis Global Balanced: Investing through the cycles]]> Business Fri, 02 Jun 2023 15:36:00 +0200 0 0 10. Are we entering a global stockpicker’s paradise? 0 0 Allan Gray full 40:26 The Allan Gray Podcast https://iono.fm/e/1307174 https://iono.fm/e/1307174 Peering through the smoke · AB InBev: The king of beer · Shedding dark on the issue of South Africa’s economic growth]]> Business Fri, 05 May 2023 10:50:00 +0200 0 0 09. Why South Africa is still attractive for investors 0 0 Allan Gray full 49:44 The Allan Gray Podcast https://iono.fm/e/1294094 https://iono.fm/e/1294094
In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis and Sandy McGregor, the longest-serving member of the Allan Gray Investment team, reflect on a range of macroeconomic issues as they explain how the current geopolitical dynamics and tightening monetary policy regime are impacting the long-term investment environment. The consequences of South Africa’s greylisting · ]]> Business Mon, 27 Mar 2023 09:25:00 +0200 0 0 08. The new normal: What lies ahead? 0 0 Allan Gray full 31:17 The Allan Gray Podcast https://iono.fm/e/1277729?v=1 https://iono.fm/e/1277729?v=1 Was 2022 a secular turning point and if so, what does it mean for the years ahead? · Investment update: How to invest in a changing world]]> Business Thu, 09 Feb 2023 11:13:00 +0200 0 0 07. Massive market moves: How will they shape the years ahead? 0 0 Allan Gray full 53:52 The Allan Gray Podcast https://iono.fm/e/1261068 https://iono.fm/e/1261068 Capitec: The way to build a bank · · Do South African banks offer value in a COVID-19 battered world?]]> Business Thu, 08 Dec 2022 09:09:00 +0200 0 0 06. Do local banks offer value in an inflationary world? 0 0 Allan Gray full 48:29 The Allan Gray Podcast https://iono.fm/e/1244436 https://iono.fm/e/1244436 Making sense of the proposed two-pot retirement system · Navigating a changing retirement savings system · Upcoming changes to provident and provident preservation funds · Save for your retirement]]> Business Wed, 26 Oct 2022 11:07:00 +0200 0 0 05. Are better outcomes for retirement savers on the horizon? 0 0 Allan Gray full 35:57 The Allan Gray Podcast https://iono.fm/e/1233865 https://iono.fm/e/1233865 Orbis Global Equity: The duration dislocation · Orbis investment update: Risks in the real world]]> Business Fri, 30 Sep 2022 11:00:00 +0200 0 0 04. Do old investment truths still hold in the current global environment? 0 0 Allan Gray full 41:09 The Allan Gray Podcast https://iono.fm/e/1219203 https://iono.fm/e/1219203 On the commodity boom and other South African fables (and foibles)]]> Business Wed, 24 Aug 2022 17:00:00 +0200 0 0 03. Can South African investors continue to count on commodities? 0 0 Allan Gray full 42:56 The Allan Gray Podcast https://iono.fm/e/1207999 https://iono.fm/e/1207999 Investing · Markets and economy · Allan Gray]]> Business Fri, 22 Jul 2022 11:00:00 +0200 0 0 02. Can optimism rise from the inflationary ashes? 0 0 Allan Gray full 43:21 The Allan Gray Podcast https://iono.fm/e/1191484 https://iono.fm/e/1191484 What has gone wrong with Naspers? · Food price inflation: Are we watching “That ‘70s Show”? · Invest offshore]]> Business Wed, 08 Jun 2022 14:00:00 +0200 0 0 01. How to think about investing in an energy-short and volatile world 0 0 Allan Gray full 1:01:04 The Allan Gray Podcast