How shifting global headwinds and local pressures shape inflation in Botswana
Global inflation dynamics continue to be shaped by the winds of geopolitical tension, shifting monetary policy and rising economic nationalism. Ntsoaki Rampa examines how these forces influence financial markets, prompting Batswana investors to reassess risk and reposition their portfolios.
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Orbis Emerging Markets Equity: The case for Taiwan Semiconductor Manufacturing Company
As markets grapple with volatility, uncertainty and rapid technological advancements, Stanley Lu from our offshore partner, Orbis, emphasises the importance ...
Orbis Global Balanced: Avoiding fear and greed in a noisy market
Portfolio manager Alec Cutler, from our offshore partner, Orbis, reflects on the Orbis SICAV Global Balanced Fund’s performance over the period. He explains...
Orbis Optimal SA: Earning its keep in volatile times
Amid widening uncertainty and complex geopolitical risks Mark Dunley-Owen and John Christy, portfolio managers at our offshore partner, Orbis, reflect on how...
Orbis Global Cautious: Finding opportunity beyond traditional safe havens
Against an increasingly complex global backdrop, Mark Dunley-Owen from our offshore partner, Orbis, reflects on the risks of relying on perceived “safe-haven...
Equity Fund: Markets retreat as sentiment cools and volatility rises
Against heightened geopolitical tension and increased market volatility, the Allan Gray Equity Fund navigated a challenging first quarter of 2026, delivering...
Stable Fund: Navigating markets as sentiment shifts
After a strong start to the quarter, markets reversed course in March as global risks came back into focus. Portfolio manager Tim Acker reflects on the Allan...
Balanced Fund: War and commodity moves define a volatile quarter
Portfolio manager Rory Kutisker Jacobson unpacks the drivers of the Allan Gray Balanced Fund’s pleasing performance achieved amid a highly turbulent market...