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Articles tagged as "Anglo American"

Insights categories - Markets and economy

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

Listening time: 1 min

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

Insights categories - Local investing

Balancing risk and opportunity

By Rory Kutisker-Jacobson on 25 Nov 2020

Viewing time: 26 mins

When it comes to investing, the single most important variable is the price you pay. Sentiment can drive valuations to extremes, and even great companies can...

Insights category - companies

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

Reading time: 13 mins

“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we  are in the cycle and acting...

Insights categories - Markets and economy

The nature of contrarian investing

By Duncan Artus on 31 Dec 2012

Reading time: 7 mins

The average investor cannot avoid being bullish at market tops and bearish at bottoms. This produces periods of speculation and panic within the normal up an...

Insights category - companies

An alternative view of commodity demand and supply

By Mark Dunley-Owen on 30 Jun 2011

Reading time: 5 mins

In Quarterly Commentary 1, 2011 Sandy McGregor discussed how high commodity prices are being supported by the mining sector's inability to keep pace with...

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