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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Beyond the US: Separating the signals from the noise
The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on...
The Allan Gray Interest and Income funds explained
The recent introduction of the Allan Gray Interest and Income funds broadens our offering, providing a more comprehensive selection of lower-risk investment...
Consumer staples: Should they be portfolio staples?
Everyone is familiar with consumer staples – e.g. groceries, beverages, home and personal care items – and many have a strong affinity for the underlying...
Trustless, rustless, shiny and tiny: The investment case for gold
Gold-related securities are among the top holdings of our offshore partner Orbis' multi-asset strategies.
Putting heads in beds: Checking in on the hospitality sector
It has been said that travel is the only thing that one buys that makes you richer. Consumers seem to agree with this sentiment, evidenced by an increasing...
What employers need to know about two-pot
South Africa’s retirement savings landscape is experiencing a major transformation with the introduction of the new two-pot retirement system, which was...
Case study: Employer obligations when managing occupational retirement funds
As an employer providing retirement benefits to your employees, you have several obligations, which are set out in the Pension Funds Act (the Act). It is...