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In the latest episode of The Allan Gray Podcast, chief investment officer Duncan Artus and internationally renowned author and publisher Grant Williams reflect on market cycles across regions and eras, 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.
The conversation spans geopolitics and power dynamics, inflation, disruptive industries, and the slow pivot from virtual to virtuous value. It examines how strategies that succeeded over the past 40 years of investing may not work in the next 40, and how history provides valuable lessons for navigating the road ahead.
🎧 Listen to the podcast here .
Integrated Wealthcare Management isn't a once-off report, it's a relationship-based process that helps you navigate complexity, unlock clarity, and stay on course over the long term.
We're looking forward to continuing this journey with you.
Shane Thom, CFP® GTP(SA)™, CFA Affiliate CEO // Integrated Wealthcare Advisor // SARS Tax Practitioner // COMENSA Coach
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