Articles tagged as "Iran"
Orbis Global Balanced: Avoiding fear and greed in a noisy market
Portfolio manager Alec Cutler, from our offshore partner, Orbis, reflects on the Orbis SICAV Global Balanced Fund’s performance over the period. He explains...
Stable Fund: Navigating markets as sentiment shifts
After a strong start to the quarter, markets reversed course in March as global risks came back into focus. Portfolio manager Tim Acker reflects on the Allan...
Balanced Fund: War and commodity moves define a volatile quarter
Portfolio manager Rory Kutisker Jacobson unpacks the drivers of the Allan Gray Balanced Fund’s pleasing performance achieved amid a highly turbulent market...
South Africa’s reform test: Fleeting gains or fundamental change?
Last year’s strong market returns renewed optimism in South Africa after years of sluggish growth, but many investors are wondering whether the country has...
