Peering through the smoke
A lot has changed in the tobacco industry in the last decade or so. Despite the changes in what used to be a stable industry, the attractive aspects of tobacco economics still hold, with a cheaper valuation compensating for the increased uncertainty and disruption. Siphesihle Zwane and Varshan Maharaj provide an update on the current landscape and the industry’s prospects.
All insights
Providing long-term value for your clients in a fast-changing world
At the recent Humans Under Management conference hosted in Cape Town, industry experts covered a range of topics, with a broad theme of how financial adviser...
How to be a little less wrong – with James Aitken
When it comes to investing, marginal improvements can make a significant difference to investment returns over time. In conversation with Allan Gray’s chief...
For the greater good
Thandolwethu Hlongwane, the founder of payment software solutions company Lipa Payments, coding education platform Zaio and small business financing platform...
Looking to the long term
Turning 50 is an incredible milestone for any business. Over the last five decades, South Africa has experienced immense political, economic and societal...
Personal reflections on what makes a great asset manager over the long term
Given that we are in our 50th year of existence, Duncan Artus, who has been working at Allan Gray for over 22 years, reflects on what he believes makes a gre...
Navigating valuations and values since 1973
ESG analysts Raine Adams and Nicole Hamman describe what responsible investing means to us, and demonstrate how we use a strategy of environmental, social an...
The value of time
In our 50 years of existence, we have grown from a little-known brand to one of South Africa’s most recognisable investment managers, servicing a wide cross...