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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Orbis Optimal SA: Sifting for AI opportunities
The market’s broad classification of artificial intelligence winners and losers has left some good businesses overlooked. Maurits Ovaa from our offshore...
Orbis Global Equity: The overlooked value of predictability
In a more volatile world, the assets that keep societies functioning under stress are becoming increasingly valuable. Graeme Forster from our offshore partne...
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...
New tools, old habits: Investing in the age of AI
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and he...