Articles tagged as "AI"
Equity Fund: Finding value beyond precious metals
A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...
Orbis Emerging Markets Equity: Emerging markets increasingly have a concentration problem
In this commentary, Stefan Sommerville from our offshore partner, Orbis, examines the growing concentration risk in emerging market indices and explains how...
Orbis: President’s letter 2025
In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, reviews the strong performance of the Orbis portfolios over the past 12...
What if Trump is right?
Maslow’s hierarchy of needs framework helps us understand both today’s shifts and the implications for markets. While capital was flowing towards the top of...
Disconnect between economies and markets warrants caution
2025 was a great year to own South African financial assets despite mostly negative news headlines and lacklustre economic growth – a theme common among...
Orbis SICAV Global Balanced: 2025 – A strong year for Orbis Global Balanced
While many of the Orbis SICAV Global Balanced Fund’s long-held convictions have been rewarded over the last quarter, it is important to remember that the pat...
Orbis Optimal SA: Taking advantage of attractive entry points
Portfolio manager Mark Dunley-Owen reflects on the recent performance of the Orbis Optimal SA Fund, highlighting key contributors, detractors and why the tea...
From static to signal: Retirement insights from Through the noise
Allan Gray’s fifth annual Through the noise retirement benefits conference brought together local and global experts to explore the future of retirement in...
Massive market moves: How will they shape the years ahead?
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...
