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Insights categories - Offshore investing

Memory: Industry cycles, not the business cycle

By Rob Perrone on 31 May 2023

Reading time: 7 mins

Rob Perrone, a member of the team of Investment Counsellors at our offshore partner, Orbis, explores the case for investing in the memory semiconductor...

Insights categories - Markets and economy

Massive market moves: How will they shape the years ahead?

By Tamryn Lamb on 09 Feb 2023

Listening time: 54 Mins

In the latest episode of The Allan Gray Podcast, chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a...

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