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 and smaller emerging markets, that fear weighs heavily on asset prices, often sending them well below what the underlying business fundamentals suggest.
Podcasts
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...
Investment ideas that make us go hmmm – with Grant Williams
While what worked for the last 40 years of investing may not work for the next 40, history offers valuable lessons for the path ahead. In this episode of The...
Separating the numbers from the narratives
In the latest episode of The Allan Gray Podcast, portfolio manager Rory Kutisker-Jacobson hosts Mark Dunley-Owen, portfolio manager from our offshore partner...
Gold in the age of fiscal dominance
With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central bank...