Articles tagged as "Investment insights"
Don’t just stand there
At the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Mark Dunley-Owen, portfolio manager at our offshore partner, Orbis, shared updates on th...
Investment Conference 2025: Resilience and adaptability in a shifting investment landscape
From macroeconomic risks and tailwinds, to sustainability, investment strategy, innovation and advice business risk management, the 2025 Allan Gray Investmen...
The ALSI’s evolution in a changing economy
Recent changes in the composition of the FTSE/JSE All Share Index (ALSI) have sharply reduced the dominance of global giants and boosted the influence of loc...
Great expectations - raising the bar
Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations...
How money tells the story of humanity – with David McWilliams
Many investors focus on trying to figure out how new technologies might change the world so that they can identify and back the likely winners. But according...
