Episodes
86
Latest episode
Jun 2026
Language
EN
Join the host of Kaya Biz, Gugulethu Mfuphi, as she takes you on a journey about how you can secure your future, with Allan Gray. In a time when world economies are in a perpetual state of volatility, it is those who stay ahead of the curve and keep abreast with latest trends to respond to the tough economic challenges with sustainable strategies. Tune in, to find out how you can secure your investments, retirement annuity, personal savings and all your valuable assets.
Periods of global tension and rapid technological change often trigger emotional investing. Allan Gray’s Nomi Bodlani explores why discomfort leads to poor decisions, how to stay disciplined, and what history teaches about long‑term investing during volatile cycles. Kaya 959
This week on Kaya Biz, Allan Gray’s head of Direct and Private Clients, Nomi Bodlani, discusses the habits that set successful investors apart. She’ll cover a range of topics, from having a clear plan and maintaining patience to managing emotions and blocking out short-term noise. Kaya 959
In a welcome shift, the 2026 Budget introduces no major tax hikes while boosting tax-free savings, retirement contribution limits, and offshore allowances. These changes could significantly benefit long-term investors. Shaun Duddy, head of Retail Product Development at Allan Gray, explains how South Africans can make the most of the new tax year. Kaya 959
As we approach the end of the tax year this week, many South Africans are reviewingwhether they’ve made the most of the annual tax benefits offered through retirement fundcontributions. Retirement fund contributions are tax‑deductible within certain limits – and growth inside these products is tax‑free – which ranks them among the most powerful long‑term investment tools available. In this Kaya Biz conversation, Allan Gray’s head of Tax, Carla Rossouw, explains how maximising contributions can reduce your taxable income today, support long‑term growth and why contributing above the annual limits still benefits you over time. Kaya 959
Compounding is usually discussed and understood in financial terms, but is the effect of compounding behaviour equally as powerful? In this Kaya Biz conversation, we look at three Scenarios using the Allan Gray Balanced Fund to assess the impact of behaviour over the long term. We explore how small actions, consistency and steady progression can lead to positive long‑term outcomes. As the new year gets underway and many resolutions are pushed aside, Allan Gray’s Mthobisi Mthimkhulu joins the programme to help us get back on track, encouraging us to focus on small, repeatable actions rather than grand gestures. Kaya 959
After a strong year for both local and global markets, many investors are sitting on meaningful gains- but may also be feeling unsure about what comes next. The Allan Gray Balanced Fund delivered an exceptional 24% return in 2025, well ahead of its long-term average, supported by strong returns from precious metals, offshore assets and local bonds. A key feature of the local market’s strength was its narrowness, and this is a source of concern, with performance driven by a handful of shares rather than broad-based gains. When markets deliver outsized gains, a key differentiator is behaviour: knowing when to hold steady, when to take profits and how to avoid emotional decision‑making. Kaya 959
Guest – Radhesen Naidoo, joint head of Institutional Clients at Allan Gray A 25-year period of investing is a long time. To put this into context, if we cast our minds back 25 years, it was the beginning of the new millennium, we had just filed away Y2K crisis preparation plans, and we still watched the SABC news for world updates. Mission: Impossible 2 was the highest-grossing film of 2000 and technology investments were the fashion – as they are today. The turn of the century also marked the launch of the Allan Gray Stable Fund. Amid a turbulent and uncertain investment landscape, cautious investors often look to preserve capital while achieving above-inflation returns. Radhesen Naidoo, joint head of Institutional Clients at Allan Gray, joins Kaya Biz to discuss why a low-equity unit trust, like the Allan Gray Stable Fund, remains a sound solution for the cautious investor, especially within the current environment. Kaya 959 · Kaya 959
For many South Africans, their retirement savings pot represents the biggest financial asset they hold. Employers have a duty to protect their employees’ financial interests and ensure that the choices made in relation to selecting the retirement funds in which their contributions will be invested are sound and can positively impact their long-term financial outcomes. Equally, employees also have a role to play in securing their financial futures by taking an interest in their retirement products and ensuring that they are on track to achieve a dignified retirement. Whether you’re an employee trying to make sense of your retirement fund or an employer wondering how to better support your team, this conversation is for you. Belinda Carbutt, investment specialist in the Group Savings and Investments team at Allan Gray, joins Kaya Biz to discuss the world of umbrella retirement funds and what employers and employees can do to get the most out of the product. Kaya 959 · Kaya 959
Guest: Nomi Bodlani, head of Private and Direct Clients at Allan Gray. After a turbulent six months, investors could be forgiven for looking to eliminate risk altogether. But eliminating risk entirely is not possible (or a good idea): Successful long-term investing is about balancing the risk of loss and the risk of losing out. How can you assess whether your portfolios are resilient enough to weather periods of volatility and deliver outperformance over the long term? And, more importantly, how can you evaluate whether your investment manager is the right captain to navigate troubled waters? Kaya 959 · Kaya 959
Guest - Mthobisi Mthimkhulu, Senior Manager for the Private and Direct Clients. Many investors underplay the importance of financial advice often to the detriment of the performance of their portfolios over time. A good, independent financial adviser can dramatically improve your financial outcomes by guiding your financial planning decisions over your investing journey, helping you avoid investing pitfalls and ensuring that you remain committed to your goals. Mthobisi Mthimkhulu, Senior Manager for the Private and Direct Clients, joins Kaya Biz to discuss why partnering with an independent financial adviser is key to conquering your investment goals and building long-term wealth Kaya 959 · Kaya 959
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