Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now

In a continuation of their fine form of 2022 we look at what Allan Gray are seeing ahead for 2023 and why.There is a substantial gap between cheap and expensive at the moment and we have a look at how to find it. Did the beatup in tech make them (gasp!) buyable for the best contrarian fund around? We redefine ESG and talk about where we are in the cycle, what's buyable and what's unbuyable.We even delve into where the very humble Simon cracked his start in the industry and what drove him to look at markets how he does.Sponsored by Global X ETFs - https://www.globalxetfs.com.au/General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.