Kaya 959 Allan Gray Kaya Biz

How to build a portfolio during times of extreme uncertainty.

Loading player...
Major global events over the past three years have driven home an important life lesson: the need to expect, and plan for, the unexpected. When it comes to our personal finances, this means balancing the need to have some emergency cash available, with the need for earning inflation-beating returns over the long term. What is the best way to think about building your portfolio during times of extreme uncertainty? Cedrick Pila, IFA Distribution regional manager at Allan Gray, joins Kaya Bizz to discuss why a diversified portfolio protects long-term investors against uncertain outcomes.
18 Oct 2022 English South Africa Investing · Investing

Other recent episodes

Beyond Strong Returns: Why The Source Matters

When a share market performs exceptionally well, it can be tempting to focus only on the result. But that doesn’t explain what has driven performance or if similar results can be replicated. We’re joined by Kamal Govan, a portfolio manager at Allan Gray, to break down what has driven these…
10 Nov 15 min

Needles in a Haystack: What Makes a Good Business a Great Investment?

Finding great businesses is only half the battle. The price you pay matters just as much. Kaya Biz speaks to Siphesihle Zwane, Portfolio Manager at Allan Gray, about identifying durable businesses, navigating uncertainty and separating quality investments from expensive market favourites
27 Oct 17 min

The Frontier Markets Opportunity

Frontier markets are often overlooked by global investors, yet they may offer compelling long-term opportunities. Varshan Maharaj, Portfolio Manager at Allan Gray, explores how investors can navigate political and currency risks while uncovering attractive businesses in some of the world's lesser-known economies
13 Oct 17 min

Making Your Best Investment Ideas Count

Successful investing is not about being right on every call. It's about ensuring your winners have a meaningful impact while managing risk when things don't go according to plan. We speak to Mica Townsend from Allan Gray about conviction investing, portfolio construction, position sizing and the lessons investors can learn…
29 Sep 13 min

SA National Wills Week 2026: Allan Gray on your Will as your Legacy

Many South Africans know they need a will — but never get around to drafting one. As National Wills Week kicks off, Allan Gray’s Jaya Leibowitz explains why a valid, up‑to‑date will is essential, how to choose an executor, and what to consider when planning for your loved ones’ financial…
15 Sep 14 min
All episodes