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How the great election year has shaped financial markets

By Vuyo Mroxiso on 18 Sep 2024

Listening time: 50 mins

Global elections have been a dominant force this year, with sentiment around polling and election results driving volatility in many markets.

The new normal: What lies ahead?

By Thalia Petousis on 27 Mar 2023

Listening time: 1 min

In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis and Sandy McGregor reflect on a range of macroeconomic issues as they...

Global growth prospects continue to deteriorate

By Sandy McGregor on 02 Nov 2022

Reading time: 3 mins

During the past quarter inflation has remained elevated. In the US the latest print for August was 8.3%. In Europe it was 10.0% in September. Even though in...

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

Listening time: 1 min

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

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