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.
Podcasts
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...
A revival for South Africa’s retail giants?
As sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing...
How the great election year has shaped financial markets
Global elections have been a dominant force this year, with sentiment around polling and election results driving volatility in many markets.
Two-pot: How to achieve better retirement outcomes
The new two-pot retirement system has been designed to improve retirement outcomes for South Africans, while allowing some access to retirement savings in ca...
Building multi-asset portfolios in an uncertain world
Periods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change,...
Investment notes from the frontier
Investing in frontier markets is not for the faint-hearted. But for those brave enough to look beyond material risks, such as political instability, currency...
Trends shaping the future of investment management
The commonly accepted wisdom is that if we want a glimpse into the future of South Africa’s financial services sector, we should take a look at the United...