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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August 6, 2026
Horacia Naidoo-McCarthy and Simon Skinner explore AI's impact on investing, highlighting the enduring value of independent thinking amidst evolving market tools.
July 15, 2026
Portfolio managers Siphesihle Zwane, Jithen Pillay, and Pieter Koornhof explain Allan Gray's strategy for identifying long-term compounders and enduring businesses, revealing how to find value during uncertainty.
July 1, 2026
Allan Gray portfolio managers Varshan Maharaj and Kamal Govan join host Marise Bester to explore preparing for market uncertainty over predicting its future.
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Horacia Naidoo-McCarthy
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Simon Skinner
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Siphesihle Zwane
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Jithen Pillay
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Pieter Koornhof
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Varshan Maharaj
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Kamal Govan
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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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