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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Finding value in a depressed earnings environment
After a disappointing decade, many are wondering whether the JSE still offers long-term value for patient investors. Rory Kutisker-Jacobson discusses the...
How divorce may impact occupational retirement fund savings
Felicia Hlophe, legal adviser at Allan Gray, explains the possible consequences of a divorce for members of occupational retirement funds, such as the Allan...
Frontier markets: Innovative industry leaders drive returns
There are many variables to consider when investing in frontier markets, and investors need to weigh up the risks very carefully as they pursue long-term...
Trends shaping the future of investment management
The commonly accepted wisdom is that if we want a glimpse into the future of South Africa’s financial services sector, we should take a look at the United...
Build a legacy with the Allan Gray Offshore Endowment
Investing offshore has long been a way to diversify and grow one’s wealth. This is even more relevant today, as investors seek strategies that will safeguard...
Five lessons for investing in uncertain times
“As humans we are not good at predicting what is next, regardless of what anyone tells us. In the absence of a crystal ball, we can focus on what we can...
Boost for retirement savers eyeing greater offshore exposure
Namibian retirement funds can now invest an extra 5% of their assets offshore. Birte Schneider, managing director, discusses what the offshore investment...