Articles tagged as "artificial intelligence"
Orbis Japan Equity: Finding opportunity beyond the AI trade
A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
Equity Fund: Finding value beyond precious metals
A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...
Artificial intelligence and the social equation
Artificial intelligence (AI) has the potential to transform industries and improve living standards, yet it continues to raise profound questions about...
Responsible stewardship amid rapid global change
Significant geopolitical movements and the rise of artificial intelligence (AI) are shaping how investors view the opportunity set. As we launch 2025...
Balanced Fund: Focusing on valuations amid market rally
Key equity markets have shone over the last quarter, inspiring many investors to chase the rally. Tim Acker discusses the Allan Gray Balanced Fund’s recent...
Central banks face a rates conundrum
From South Africa to the United States, monetary policy has been in the spotlight as central banks aim to achieve their objectives in challenging environment...
Global investing in an era of national self-reliance
As governments shift their national priorities in response to escalating geopolitical tension, global investors have to consider additional variables as they...
Investing offshore: Dependent on Great Expectations?
After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...
Investing responsibly in a rapidly changing world
Our 2024 Stewardship Report marks the 10th edition that Allan Gray has published for our clients. However, we have had a strong focus on exercising our...
Providing long-term value for your clients in a fast-changing world
At the recent Humans Under Management conference hosted in Cape Town, industry experts covered a range of topics, with a broad theme of how financial adviser...
From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we...
A new wave of financial advice
As the world moves into the next phase of technological disruption, independent financial advisers will have to rethink their current offering, focusing on t...
