Allan Gray Podcast
Allan Gray Podcast
Podcast Description
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.
Podcast Insights
Content Themes
The podcast explores themes such as geopolitical influences on markets, retirement savings strategies, and trends in multi-asset portfolio construction. Episodes include discussions on how global elections impact financial markets and the introduction of the two-pot retirement system in South Africa, as well as deep dives into investments in frontier markets and the role of ESG factors in investing.
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.
At the end of 2025, the estimated size of South Africa’s savings pool stood at a substantial R15.8 trillion, yet the country continues to face a significant infrastructure investment shortfall. Some policymakers might view this dichotomy as evidence that Regulation 28, which governs how retirement funds may invest, should be adjusted to lower the offshore allowance and direct more savings towards local infrastructure.
In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis, economist Sandy McGregor and ESG analyst Raine Adams argue that SA’s infrastructure underinvestment is not the result of a shortage of money, but the shortage of opportunity. The private sector continues to show a willingness to fund viable projects. They point to the roughly R350bn of capital that has been invested in the local Renewable Energy Independent Power Producer Procurement Programme projects since 2022 – the same year that the offshore allowance was in fact increased.
The discussion underscores that addressing the country’s infrastructure investment shortfall is less about changing Regulation 28 and more about making progress on the reform agenda, instituting sensible public policies, raising governance standards and increasing the number of opportunities worth investing in. Allan Gray website · Changing Regulation 28: A solution looking for a problem
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