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Articles tagged as "Glencore"

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

Glencore: Investigating the decarbonisation opportunity

By Raine Adams and Sean Munsie on 22 Apr 2021

In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...

Balanced Fund: Perspectives and positioning

By Tim Acker on 10 Feb 2021

In a recent webinar, Portfolio Manager Tim Acker discussed the investment environment and looked at how the Allan Gray Balanced Fund is positioned to take...

Balanced Fund: Optionality, the most unappreciated asset

By Tim Acker on 10 Feb 2021

One of the most unappreciated assets in a portfolio is optionality – the ability to take advantage of market disparity and to move between and within asset...

Balancing risk and opportunity

By Rory Kutisker-Jacobson on 25 Nov 2020

When it comes to investing, the single most important variable is the price you pay. Sentiment can drive valuations to extremes, and even great companies can...

Prospects look promising

By Stephan Bernard and Radhesen Naidoo on 12 Oct 2020

Disappointing short-term performance has had a dampening effect on longer-term numbers. Looking at similar periods in our history provides useful context and...

Stewardship and Business Sustainability Reports

By Andrew Lapping on 31 Mar 2020

This is the fifth year that we have published our Stewardship Report, which outlines how we integrate environmental, social and governance (ESG) issues into...

Valuations matter

By Andrew Lapping on 11 Jun 2019

Uncertainty abounds at present. Equity returns for the past few years have been underwhelming, political upheaval locally and internationally is causing wave...

Balanced Fund update: An improved opportunity set

By Andrew Lapping on 03 May 2019

The poor sentiment towards equity markets at the end of 2018 reversed sharply in the first quarter of 2019, with the JSE appreciating 8% and the MSCI World...

A volatile quarter for emerging market equity and currency markets

By Duncan Artus on 12 Oct 2018

Emerging market equity and currency markets had a very volatile quarter. Vulnerabilities, both economic and political, are being exposed as global financial...

How Allan Gray values a stock

By Andrew Lapping on 18 Jul 2018

Allan Gray is a strong proponent of value investing, the mantra famously championed by Warren Buffet. Put simply, value investing is the concept of buying...

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