Articles tagged as "magnificent seven"
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...
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,...
Orbis: President’s letter 2023
In his annual president’s letter, Adam R. Karr, from our offshore partner, Orbis, discusses the performance of the Orbis Strategies during 2023, looks back a...
The key lesson from 2023: Uncertainty is ever-present
Rory Kutisker-Jacobson takes stock of the key local and global market events of 2023 and highlights some of the themes that are likely to shape the year ahea...
Holding steady when global markets are in flux
In the latest episode of The Allan Gray Podcast, Radhesen Naidoo, Allan Gray’s joint head of Institutional Clients and the client-servicing lead for Orbis in...
The magnificent middle
The so-called “magnificent seven” have dominated global headlines and returns this year. Take them out of the equation, and the rest of the market is slightl...
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...
Orbis: Navigating market change
To do well over the long term, you need to be positioned differently – particularly when markets are going through change. Fiona Jeffery, from our offshore...
