50:12
21. How the great election year has shaped financial markets
40:30
20. Two-pot: How to achieve better retirement outcomes
54:01
19. Building multi-asset portfolios in an uncertain world
50:04
18. Investment notes from the frontier
41:48
Navigating the ethical side of client data management
41:57
17. Trends shaping the future of investment management
00:15
Allan Gray - Tunnel
00:15
Allan Gray - Trailer
00:15
Allan Gray - Dance
53:46
16. Timeless lessons on risk, opportunity and living a good life – with Morgan Housel
05:33
2024: What will the election year hold?
51:38
15. Holding steady when global markets are in flux
02:38
Looking to the long term
06:20
The power of compounding revealed
06:17
What makes a great asset manager?
07:26
A long history of standing up for shareholders’ rights
08:36
Four key trends shaping the investment industry
07:57
Finding opportunities in every challenge
55:16
14. How to be a little less wrong – with James Aitken
03:01
Everything comes around
00:16
Everything comes around
01:04:14
13. From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
47:24
12. Lessons from the winners and losers of the last five years
50:15
11. Can long-term investors afford to invest without considering ESG?
40:27
10. Are we entering a global stockpicker’s paradise?
13:54
50 years of creating long-term wealth for our clients
49:45
09. Why South Africa is still attractive for investors
30:59
Orbis: Signs of sea change
31:18
08. The new normal: What lies ahead?
01:02:13
Applying ethical standards in a changing regulatory environment
01:05:01
Professional conduct in a hybrid world
53:53
07. Massive market moves: How will they shape the years ahead?
11:43
Was 2022 a secular turning point and if so, what does it mean for the years ahead?
27:45
Allan Gray and Orbis investment update
20:59
Q&A: Allan Gray and Orbis investment update
21:18
Allan Gray business update
35:58
05. Are better outcomes for retirement savers on the horizon?
41:10
04. Do old investment truths still hold in the current global environment?
42:57
03. Can South African investors continue to count on commodities?
46:07
The employee benefits landscape in context
32:17
Aspiring towards service excellence
43:22
02. Can optimism rise from the inflationary ashes?
57:01
Cracking the code to long-term wealth
40:14
Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment
27:43
Orbis investment update: Risks in the real world
25:12
Local investment update: Always pay the right price
01:01:05
01. How to think about investing in an energy-short and volatile world
03:32
Our approach to investing
52:35
Navigating a changing retirement savings system
27:04
Contextualising retirement reforms in South Africa
33:13
Making sense of changing tax laws
13:41
Q&A: Perspectives and positioning for 2022
28:59
South Africa’s economy at a juncture
20:43
The power of perspective in an expensive market
15:11
Allan Gray investment update 18 Jan 2022: Preparing for more uncertainty and volatility
34:26
ESG megatrends
14:51
It’s the price you pay that matters
12:38
South Africa: Too cheap to ignore
15:07
Investing at a tipping point
32:56
An economy in need of an injection
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About
We are Africa’s largest privately-owned investment management company. We are focused on generating long-term wealth for our investors. While we have been investing on behalf of clients for five decades, our future success depends on our ability to help clients achieve their investment objectives. With our physical presence across the African continent and through our relationships with our sister companies, Orbis and Allan Gray Australia, we are well-positioned to research and identify long-term investment opportunities for investors. Our clients include individuals, retirement funds, insurers, trusts, companies and foundations.
Allan Gray Proprietary Limited is an authorised financial services provider.
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