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The Allan Gray PodcastLong-term investors have to make sense of a barrage of information, from market movements and geopolitical news to economic developments and personal finance trends. Author: Allan Gray
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. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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30. Investment ideas that make us go hmmm – with Grant Williams
Wednesday, 5 November, 2025
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. Chief investment officer Duncan Artus and renowned author and publisher Grant Williams unpick past events and explore future opportunities. From Japan’s decades-long battle with deflation and the unique opportunities in its bond market to the rise of gold as a counterweight to fiat currency, they reflect on market cycles across regions and eras. The conversation spans geopolitics and power, inflation, disruptor industries and the slow pivot from virtual to virtuous value. ·
