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

<p>In a continuation of their fine form of 2022 we look at what Allan Gray are seeing ahead for 2023 and why.</p><p>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?&nbsp;</p><p>We redefine ESG and talk about where we are in the cycle, what's buyable and what's unbuyable.</p><p>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.</p><p>Sponsored by Global X ETFs -&nbsp;<a href="https://www.globalxetfs.com.au/" rel="noopener noreferrer" target="_blank">https://www.globalxetfs.com.au/</a></p><p>Support this show <a target="_blank" rel="payment" href="http://supporter.acast.com/the-bip-show">http://supporter.acast.com/the-bip-show</a>.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>