The Allan Gray Podcast
de Allan Gray
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39. Unlocking infrastructure investment in South Africa
39. Unlocking infrastructure investment in South Africa
Despre acest podcast
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.
Episoade
Cele mai noi 20 din 39 episoade
- 39. Unlocking infrastructure investment in South Africa · 42 minAt the end of 2025, the estimated size of South Africa’s savings pool stood at a substantial R15.8 trillion, yet the country continues to face a significant infrastructure…
- 38. Beyond the hit rate: Making the best investment ideas count · 36 minSuccessful investing is often associated with making perfect decisions, yet even the most accomplished investors can be wrong from time to time. Long-term investment outcomes are…
- 37. New tools, old habits: Investing in the age of AI · 46 minArtificial intelligence (AI) is transforming the way investors access information and make decisions, yet the forces that drive markets remain remarkably familiar. In this…
- 36. Needles in a haystack: Finding the compounders that drive long-term equity returns · 1 h 1 minFinding long-term compounders can feel a little like searching for a needle in a haystack. While a small number of businesses generate a disproportionate share of long-term…
- 35. The investment case for preparation over prediction · 37 minIn an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead. However, as forecasts are seldom accurate…
- 34. Exploring the frontier: Why elevated risk offers enticing opportunities · 54 minGlobal markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier and smaller emerging…
- 33. South Africa’s reform test: Fleeting gains or fundamental change? · 48 minLast year’s strong market returns renewed optimism in South Africa after years of sluggish growth, but many investors are wondering whether the country has truly reached a…
- 32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby · 50 minFor many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed and political tides…
- 31. The cost of chasing perfection when investing – with Dr Thomas Curran · 34 minIs 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…
- 30. Investment ideas that make us go hmmm – with Grant Williams · 44 minWhile 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…
- 29. Separating the numbers from the narratives · 41 minThere 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…
- 28. Gold in the age of fiscal dominance · 54 minWith government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central banks are increasingly…
- 27. From pints to Pixar · 46 minShifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being navigated by investors…
- 26. Are global investors dependent on great expectations? · 52 minGlobal investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock markets, initially…
- 25. SA listed property: The appeal of fixed assets in an uncertain world · 53 minSouth African listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade on the back of sluggish…
- 24. How money tells the story of humanity – with David McWilliams · 46 minMany investors focus on trying to figure out how new technologies might change the world so that they can identify and back the likely winners. But according to renowned Irish…
- 23. Beyond the US: Separating the signals from the noise · 50 minThe US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on impulse. As investors who…
- 22. A revival for South Africa’s retail giants? · 53 minAs sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing improved share…
- 21. How the great election year has shaped financial markets · 50 minGlobal elections have been a dominant force this year, with sentiment around polling and election results driving volatility in many markets. The ANC’s drastic decline at the…
- 20. Two-pot: How to achieve better retirement outcomes · 40 minThe new two-pot retirement system has been designed to improve retirement outcomes for South Africans, while allowing some access to retirement savings in case of severe…
