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The Allan Gray Podcast

The Allan Gray Podcast

Allan Gray
Date de sortie : 2026-04-08
© Allan Gray
The Allan Gray Podcast - QR Code
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33 épisodes
Audio
Écouter sur Apple Podcasts
LibreNew
33 épisodes
Audio
Écouter sur Apple Podcasts
Date de sortie : 2026-04-08
© Allan Gray
L’épisode le plus récent
33. South Africa’s reform test: Fleeting gains or fundamental change?

33. 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 truly reached a turning point or is merely in the midst of a false dawn. In the latest episode
Durée : 47:31
Lecture
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 truly reached a turning point or is merely in the midst of a false dawn. Allan Gray portfolio managers Thalia Petousis and Sandy McGregor are joined by ESG analyst Raine Adams to discuss whether the country’s reform narrative is on track. They also explore the structural factors shaping the economic environment, including energy, water and logistics, and share views on whether local asset prices can withstand global shocks. Tipping point or false dawn? South Africa’s defining question · Allan Gray website
Id. d’épisode : 1000760233472
GUID : https://iono.fm/e/1663885
Date de publication : 8/4/2026 à 10:14:00

Description

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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