Articles by Sean Munsie
South Africa seems set for a lower inflation target
The second quarter of the year offered investors a bumpy ride, as tariff threats and rising geopolitical tension played out in markets. Portfolio manager Sea...
Podcast: Can South African investors continue to count on commodities?
In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...
How not to succumb to chasing the money
Many investors are still reeling from the COVID-19 rollercoaster ride and are grappling with how to position their portfolios when they value both capital...
Glencore: Investigating the decarbonisation opportunity
In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...
The Stable Fund at 20
With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...