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The Allan Gray Podcast

The Allan Gray Podcast

De : Allan Gray
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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.Allan Gray Economie Finances privées
Épisodes
  • 39.Unlocking infrastructure investment in South Africa

    39.Unlocking infrastructure investment in South Africa
    Oct 20 2026
    At 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 investment shortfall. Some policymakers might view this dichotomy as evidence that Regulation 28, which governs how retirement funds may invest, should be adjusted to lower the offshore allowance and direct more savings towards local infrastructure.

    In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis, economist Sandy McGregor and ESG analyst Raine Adams argue that SA’s infrastructure underinvestment is not the result of a shortage of money, but the shortage of opportunity. The private sector continues to show a willingness to fund viable projects. They point to the roughly R350bn of capital that has been invested in the local Renewable Energy Independent Power Producer Procurement Programme projects since 2022 – the same year that the offshore allowance was in fact increased.

    The discussion underscores that addressing the country’s infrastructure investment shortfall is less about changing Regulation 28 and more about making progress on the reform agenda, instituting sensible public policies, raising governance standards and increasing the number of opportunities worth investing in. Allan Gray website · Changing Regulation 28: A solution looking for a problem
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    42 min
  • 38. Beyond the hit rate: Making the best investment ideas count

    38. Beyond the hit rate: Making the best investment ideas count
    Aug 18 2026
    Successful 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 driven less by perfection and more by ensuring that the best ideas are backed with conviction and time to influence long-term returns.

    In the latest episode of The Allan Gray Podcast, Mica Townsend, an investment specialist in our ManCo Distribution team, is joined by Allan Gray portfolio manager Tim Acker to discuss how position sizing shapes investment outcomes. Drawing on reflections across a range of our portfolio holdings, from AB InBev and Investec to Naspers and Prosus, they explore why managing downside risk, allocating capital to the most promising ideas and disciplined decision-making may matter more than achieving a perfect hit rate. Allan Gray website
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    36 min
  • 37. New tools, old habits: Investing in the age of AI

    37. New tools, old habits: Investing in the age of AI
    Aug 6 2026
    Artificial intelligence (AI) is transforming the way investors access information and make decisions, yet the forces that drive markets remain remarkably familiar. In this episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy and Simon Skinner, director and head of Orbis’ Global Investment team, discuss the impact of AI on investing and market behaviour, the risks of false certainty and the enduring value of independent thinking. Allan Gray website · Investing through disruption: Lessons from history for the age of AI
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    46 min
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