New tools, old habits: Investing in the age of AI
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and head of Orbis’ Global Investment team, for a conversation about technology, decision-making and the search for investment insights. They discuss why technological progress has not eliminated market inefficiencies and how narratives and herding behaviour continue to influence investment outcomes. The conversation also explores why independent thinking may become even more valuable in a world overflowing with information and competing narratives.
Podcasts
New tools, old habits: Investing in the age of AI
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and he...
Needles in a haystack: Finding the compounders that drive long-term equity returns
In the latest episode of The Allan Gray Podcast, portfolio manager Siphesihle Zwane is joined by fellow portfolio managers Jithen Pillay and Pieter Koornhof ...
The investment case for preparation over prediction
In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.
Exploring the frontier: Why elevated risk offers enticing opportunities
Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier a...
South Africa’s reform test: Fleeting gains or fundamental change?
Last year’s strong market returns renewed optimism in South Africa after years of sluggish growth, but many investors are wondering whether the country has...
How to outsmart behavioural biases when investing – with Dr Daniel Crosby
For many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed an...
The cost of chasing perfection when investing – with Dr Thomas Curran
What if perfectionism is costing us more than we realise? Not just in career progression, mental health and life, but in investment decision-making too. In t...