by Allan Gray
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.
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Publishing Since
6/8/2022
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May 4, 2026
Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier and smaller emerging markets, that fear weighs heavily on asset prices, often sending them well below what the underlying business fundamentals suggest. Horacia Naidoo-McCarthy, a manager in the Institutional Clients team, is joined by portfolio managers Rory Kutisker-Jacobson and Varshan Maharaj to explore opportunities in unloved or overlooked markets amid uncertainty. Using some examples from the Allan Gray Frontier Markets Equity Fund’s investment universe, they discuss the distinction between structural and cyclical risk, how deep fundamental research can uncover high-quality businesses hidden in plain sight, and where patient long-term investors may be rewarded for leaning into risk when fear dominates asset prices.
April 8, 2026
Portfolio managers Thalia Petousis and Sandy McGregor interview ESG analyst Raine Adams about South Africa's reform progress and economic outlook.
February 17, 2026
Behavioral finance expert Dr. Daniel Crosby discusses with Allan Gray portfolio manager Tim Acker how investors can recognize and overcome behavioral biases to improve investment outcomes in volatile markets in this interview.
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Dr Daniel Crosby
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Rob Perrone
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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.
This podcast updates bi-weekly.
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Yes, this podcast regularly features guests.
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