Mahesh Cooper - Allan Gray

2023 Q2 Comments from the Chief Operating Officer(3)(2)

Milestones naturally provide an opportunity for both reflection and prospection: It is always insightful looking back on lessons learnt, considering...

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2024 Q1

Insights category - companies

Disney: The value of strong intellectual property in a changing world

By Duncan Artus and Siphesihle Zwane on 02 May 2024

Reading time: 12 mins

Since March 2022, local unit trusts have been able to allocate up to 45% of their portfolios anywhere outside South Africa. The increase in offshore limits i...

Insights categories - Markets and economy

The trillion-dollar endgame

By Thalia Petousis on 02 May 2024

Reading time: 13 mins

The US government has dug itself into a debt hole. With spending being its go-to solution for most problems, it is unclear how the situation will be resolved...

Insights categories - Offshore investing

US opportunities with a good prognosis: UnitedHealth and Elevance Health

By Povilas Dapkevicius and Matteo Sbalzarini on 02 May 2024

Reading time: 11 mins

While the US stock market represents about 70% of the FTSE World and MSCI World indices, just half of the Orbis Global Equity Fund is invested in American...

Insights categories - Offshore investing

Beyond our borders: A case for investing offshore

By Horacia Naidoo-McCarthy on 02 May 2024

Reading time: 13 mins

Investing offshore should always form part of your long-term diversification strategy. South Africa comprises about 0.3% of the world’s market capitalisation...

Insights categories - Offshore investing

How to invest offshore with Allan Gray – and allow for the transfer of wealth

By Julie Campbell on 02 May 2024

Reading time: 11 mins

Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...

Insights categories - Retirement

The two-pot system simplified

By Jaya Leibowitz on 02 May 2024

Reading time: 7 mins

South Africa’s retirement savings system is changing, with the implementation date of the new system currently set for 1 September 2024 – although go-live...

Insights categories - Personal investing

The power of perspective in an election year

By Marise Bester on 02 May 2024

Reading time: 10 mins

Many local investors are understandably worried about what the future holds and how the election may affect their wealth. Keeping perspective throughout your...


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