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The Allan Gray Podcast

The Allan Gray Podcast

De: Allan Gray
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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.Allan Gray Economía Finanzas Personales
Episodios
  • 33. South Africa’s reform test: Fleeting gains or fundamental change?

    33. South Africa’s reform test: Fleeting gains or fundamental change?
    Apr 8 2026
    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 of The Allan Gray Podcast, 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
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    48 m
  • 32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby

    32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby
    Feb 17 2026
    For many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed and political tides turned across major economies. Amid these contrasts, investors and advisers were reminded just how crucial it is to manage behaviour. Falling prey to inherent behavioural biases and knee-jerk reactions when markets shift are well-known ways to hinder performance and erode returns. In conversation with Allan Gray portfolio manager Tim Acker, leading behavioural finance expert and author Dr Daniel Crosby explores habits and hacks that personal and professional investors can employ to navigate volatile markets, avoid cognitive traps and enhance their long-term investment success. Allan Gray website · Why behaviour shapes long-term investment success more than performance
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    50 m
  • 31. The cost of chasing perfection when investing – with Dr Thomas Curran

    31. The cost of chasing perfection when investing – with Dr Thomas Curran
    Dec 1 2025
    Is perfectionism costing us more than we realise in mental health, life and investment decision-making? Our head of Group Savings and Investments, Shaheed Mohamed, and Dr Thomas Curran, a leading academic on perfectionism and bestselling author, explore how striving for perfection can undermine long-term outcomes. Their conversation ranges from burnout and analysis paralysis to the hidden cost of chasing short-term gains. They also delve into the difference between perfection and excellence, the role of behavioural bias in investing, and the value of cultivating self-compassion and working towards realistic goals. Allan Gray website
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    34 m
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