From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we share the belief that good, undervalued businesses with fewer hurdles to overcome remain the best bet for long-term investors.
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Focusing on enduring trends for long-term growth
From Trump’s market-moving “Liberation Day” tariffs to rising geopolitical tension and highly publicised diplomatic woes, long-term investors have had to...
Investing offshore: Dependent on Great Expectations?
After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...
From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...
Are global investors dependent on great expectations?
Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock...
The conflict between price and fundamentals
President Trump’s announcement of a sweeping array of reciprocal tariffs on 2 April rocked stock markets globally and sent US shares tumbling. While “Liberat...
How to invest in a volatile market
The recent sharp declines in global stock markets following US President Donald Trump’s declaration of “Liberation Day”, and the volatility that ensued, have...
Orbis Global Balanced: Defensively positioned to deliver long-term returns
The Orbis SICAV Global Balanced Fund remains cautiously positioned with severe underweight exposure to the US dollar compared to its benchmark. Alec Cutler a...