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 Allan Gray Podcast, chief investment officer Duncan Artus is joined by internationally renowned author and publisher Grant Williams to unpick past events and explore future opportunities, zooming in on the forces reshaping global markets.
Podcasts
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...
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...
From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...
Are global investors dependent on great expectations?
Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock...
SA listed property: The appeal of fixed assets in an uncertain world
In South Africa, listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade due...