Exploring the frontier: Why elevated risk offers enticing opportunities
Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier and smaller emerging markets, that fear weighs heavily on asset prices, often sending them well below what the underlying business fundamentals suggest.
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Frontier Markets Equity Fund: When fear dominates pricing, value emerges
Geopolitical uncertainty and negative news flow continue to create volatility across frontier markets. Varshan Maharaj explains how the Allan Gray Frontier...
Africa ex-SA Equity Fund: Investing in Africa and why the source of returns matters
The Allan Gray Africa ex-SA Equity Fund has benefited from strong performance across several of its holdings this year. Kamal Govan explains what has driven...
Orbis Japan Equity: The case for Japan’s overlooked growth companies
Japan’s market rise has been led by large-cap value and AI-related shares, leaving many high-quality mid-cap growth companies behind. Using an example from t...
Orbis Emerging Markets Equity: Finding opportunity amid China’s uncertainty
Weak consumer confidence and persistent macroeconomic uncertainty have weighed on Chinese shares, even as some businesses continue to grow. Stanley Lu from o...
Changing Regulation 28: A solution looking for a problem
South Africa’s investment shortfall does not stem from a lack of domestic capital, but from weak public-sector governance, limited competitive advantages and...
Turn intention into lasting certainty through your will
National Wills Week, which takes place from 14-18 September this year, is a good time to draft a will if you do not have one or to review your existing will...
Using the power of storytelling to inspire generations
Women’s Month has become synonymous with special discount offers, celebrations and beauty treatments. We have instead used the month of commemoration to...