Articles tagged as "AI"
Orbis: President’s letter 2025
In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, reviews the strong performance of the Orbis portfolios over the past 12...
What if Trump is right?
Maslow’s hierarchy of needs framework helps us understand both today’s shifts and the implications for markets. While capital was flowing towards the top of...
What if the real American exceptionalism now lies beyond America’s biggest stocks?
Mega-cap technology companies have come to embody America’s market might – innovative, dominant, and seemingly unstoppable. Yet history suggests that when...
Orbis SICAV Global Balanced: 2025 – A strong year for Orbis Global Balanced
While many of the Orbis SICAV Global Balanced Fund’s long-held convictions have been rewarded over the last quarter, it is important to remember that the pat...
Orbis Optimal SA: Taking advantage of attractive entry points
Portfolio manager Mark Dunley-Owen reflects on the recent performance of the Orbis Optimal SA Fund, highlighting key contributors, detractors and why the tea...
Bridging the gap: Tech- and AI-driven expansion of pension access
More than half of the world’s population owns smartphones, and new, innovative apps are popping up daily. What can the proliferation of tech solutions in...
Memory: Industry cycles, not the business cycle
Rob Perrone, a member of the team of Investment Counsellors at our offshore partner, Orbis, explores the case for investing in the memory semiconductor...
Massive market moves: How will they shape the years ahead?
In the latest episode of The Allan Gray Podcast, chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a...
