Filter by:

All insights

Insights categories - Offshore investing

Orbis Global Equity: Discipline in the face of volatility

By Adam R. Karr on 30 Jul 2025

Reading time: 3 mins

The US market has long represented a safe haven for many investors, although the tide may finally be turning. Adam R. Karr, president and portfolio manager a...

Insights categories - Markets and economy

South Africa seems set for a lower inflation target

By Sean Munsie on 14 Jul 2025

Reading time: 2 mins

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...

Insights categories - Offshore investing

Global investing in an era of national self-reliance

By Alec Cutler on 09 Jul 2025

Reading time: 4 mins

As governments shift their national priorities in response to escalating geopolitical tension, global investors have to consider additional variables as they...

Insights categories - Offshore investing

Why Vietnam continues to offer long-term value

By Rory Kutisker-Jacobson on 03 Jul 2025

Reading time: 6 mins

Despite losing some of its “darling” status among frontier equity market investors in recent years, Vietnam still provides valuation-oriented investors with...

Insights categories - Local investing

Focusing on enduring trends for long-term growth

By Twanji Kalula on 27 Jun 2025

Reading time: 3 mins

From Trump’s market-moving “Liberation Day” tariffs to rising geopolitical tension and highly publicised diplomatic woes, long-term investors have had to...

Insights categories - Offshore investing

Investing offshore: Dependent on Great Expectations?

By Rob Perrone on 25 Jun 2025

Reading time: 2 mins

After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...

Insights category - companies

From pints to Pixar

By Rory Kutisker-Jacobson on 24 Jun 2025

Listening time: 46 mins

Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.