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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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.
Investing in frontier markets is not for the faint-hearted. But for those brave enough to look beyond material risks, such as political instability, currency fluctuations and poor liquidity, many of these smaller markets provide fertile hunting ground for compelling ideas and exposure to sectors that are not available in South Africa. In conversation with Grant Pitt, head of Institutional, portfolio managers Rory Kutisker-Jacobson and Varshan Maharaj discuss the themes shaping frontier markets and explain how they navigate the risks as they pursue long-term returns.
The Allan Gray Podcast
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.
