Event hub

Welcome to your Event hub, designed to make it easier for you to revisit an event you may have enjoyed, or watch the recording and read a summary of an event you may have missed.

Content exclusively by Allan Gray

Local and offshore investment updates

by Rory Kutisker-Jacobson on 29 November 2022

Keeping abreast of long-term trends when you are in a rapidly changing global environment is important for bottom-up investors who want to achieve real returns over time. During the recent Allan Gray and Orbis investment updates, portfolio manager Rory...

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Q&A with portfolio managers from Allan Gray and Orbis

by Saleem Sonday on 29 November 2022

After an eventful year, many investors are feeling uncertain about how to position their portfolios to fare well in 2023. At the recent Allan Gray and Orbis investment update, Saleem Sonday, head of Retail Distribution, hosted an interactive discussion with Alla...

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Making sense of changing tax laws

by Komil Gordhan on 10 March 2022

1 March marked the beginning of the 2022/2023 tax year and ushered in new tax laws pertaining to, among others, retirement fund products and living annuitants.

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How to invest for the possibility of higher inflation and interest rates

by Duncan Artus on 17 November 2021

The probability that the world is moving into an environment of higher inflation is increasing. An inflationary environment requires investors to think differently about their asset allocation. At a recent investment update webinar, our chief investment officer,...

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Orbis Global Equity: Navigating risk and reward

by Matthew Spencer, Stanley Lu on 17 November 2021

At a recent investment update via Zoom webinar, Matthew Spencer and Stanley Lu, from our offshore partner, Orbis, reviewed the Orbis Global Equity Fund’s recent performance and discussed the pockets of value they are finding in global markets, with a specific...

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Q&A with portfolio managers from Allan Gray and Orbis 2021

by Tamryn Lamb on 26 May 2021

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning what the future holds.

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In pursuit of value

by Jacques Plaut on 26 May 2021

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns, but one needs to be discerning.

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Balanced Fund: Perspectives and positioning

by Tim Acker on 10 February 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 advantage of opportunities and deliver future returns. 

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The Allan Gray Stable Fund turns 20

by Duncan Artus, Sean Munsie on 25 August 2020

Over the last two decades, the Allan Gray Stable Fund has built a solid track record through dynamic asset allocation, bottom-up stock-picking and mindful risk management. Presenting via Zoom webinar, Duncan Artus and Sean Munsie explain how the Fund is position...

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Managing clients’ living annuities in uncertain times

by Shaun Duddy on 17 June 2020

Presenting via Zoom webinar, Shaun Duddy discusses the “Rule Book” for managing your clients’ living annuities over the long term and interrogates whether these rules still apply in the context of COVID-19. You can watch the 45-minute presentation or see below f...

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Do bonds offer opportunity in a post COVID-19 world?

by Londa Nxumalo on 28 May 2020

As investors we must think about what the world will look like when the pandemic has passed, and what asset classes offer opportunity. Presenting via Zoom webinar, Londa Nxumalo discussed how bonds fit into the mix.

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Q&A with Allan Gray and Orbis: Investing beyond COVID-19

by Tamryn Lamb on 26 May 2020

While financial market volatility as a result of COVID-19 is expected to continue over the short term, the investment teams at Allan Gray and Orbis are focused on identifying emerging opportunities that they believe will position the portfolios for long-term...

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Orbis: Resilience and enthusiasm at a time of uncertainty

by Matthew Spencer on 25 May 2020

In a presentation to advisers and clients via Zoom webinar, Matthew Spencer, from our offshore partner Orbis, discusses the disappointing recent performance of the Orbis Global Equity Fund (the Fund). While reflecting on this period is sobering, the fact that th...

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Investing during lockdown and beyond

by Duncan Artus on 25 May 2020

Sometimes in investing, the best thing to do is nothing. In a presentation to advisers and clients via Zoom webinar, Duncan Artus examined the levels and valuations of South African financial assets in the context of the lockdown and discussed the actions Allan...

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Perspectives and portfolio positioning amid COVID-19

by Andrew Lapping on 08 May 2020

The world as we know it has changed dramatically over the last two months, with the COVID-19 pandemic and lockdown strategies causing extreme volatility on the markets.

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Orbis: Keeping a clear head during the COVID chaos

by Alec Cutler on 08 May 2020

2020 has proven to be a year of many firsts, for all the wrong reasons, resulting in much uncertainty. Presenting to clients via Zoom webinar, Alec Cutler, from our offshore partner Orbis, examined the global environment amid COVID-19, touching on some of the...

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COVID-19: Q&A with Allan Gray portfolio managers

by Tamryn Lamb on 03 April 2020

With many countries in lockdown, uncertainty prevails. Against this backdrop, many clients are asking for our views on the economic impact, an update on our performance, and what we are doing to position the portfolios for a very uncertain future.

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Content provided by Allan Gray and guest speakers

Key takeaways: Allan Gray Fund Provider

by Claudia Del Fante on 17 February 2021

While the uncertainty brought about by COVID-19 persists, the recovery of financial markets brings fresh hope for investors, as illustrated by the presenters at the recent Allan Gray Fund Provider. Download the summary booklet to review the key takeaways.

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The state of the economy

by Sandy McGregor, Vuyo Nogantshi on 10 February 2021

In a recent Q&A-style webinar hosted by Allan Gray’s Vuyo Nogantshi, Allan Gray’s Sandy McGregor and the Reserve Bank’s Rashad Cassim and David Fowkes examined the current inflation and interest rate environment and looked at what we can do as a country to...

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Key takeaways: Allan Gray Offshore exchange

by Claudia Del Fante on 30 September 2020

With the global economic outlook remaining murky, and many questions persisting around investment risk versus opportunity, we hope the insights shared provide you with some new ideas to share with your clients. To assist with the detail, download the Allan Gray...

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COVID-19 cracked the crystal ball

by Tamryn Lamb on 22 June 2020

Investors and their advisers continue to grapple with the question of what life, and indeed the world economy, will look like in the next one to three years. In a lively Q&A-style Zoom webinar, Duncan Artus from Allan Gray, Clyde Rossouw from Ninety One and...

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Content exclusively by Allan Gray

Allan Gray business update

by Tamryn Lamb on 29 November 2022

This year has seen a number of meaningful changes for investors, including the introduction of higher offshore limits. At the recent Allan Gray and Orbis investment updates, Tamryn Lamb, head of Retail, delved into this and other local industry developments. She...

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Navigating a changing retirement savings system

by Richard Carter on 10 March 2022

The finer detail may remain unclear for the moment, but National Treasury’s proposed retirement reforms have largely been welcomed by the retirement savings industry.

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Contextualising retirement reforms in South Africa

by Jaya Leibowitz on 10 March 2022

National Treasury has proposed retirement reforms aimed at enabling retirement savers to better balance short- and long-term needs and boosting the governance of umbrella funds.

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Allan Gray business update 2021

by Carl Lategan on 26 May 2021

Since the last Allan Gray business and investment updates, we have made some changes to our local and offshore investment platforms.

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Lessons for thriving as a next generation adviser

by Tyrone Brand on 19 March 2021

A new generation of young independent advisers are entering the industry and they face a unique set of challenges along their journey to establishing themselves. Our recent webinar, Levelling up the future of the advice profession, aimed to share the lessons tha...

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The importance of ethics for business

by Suzanne Wiid on 26 February 2021

Given the nature of their work, most financial advisers are acutely aware of their ethical responsibilities when it comes to dealing with clients. However, the role that ethics play in building the organisational culture of financial advice businesses is often...

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Succeeding with succession planning

by Tyrone Brand on 06 November 2020

In a recent webinar, Allan Gray distribution development specialist, Tyrone Brand, presented the various options available for financial advisers exiting their advice businesses and discussed how founding advisers can go about constructing their succession plans.

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The legal requirements for succeeding with succession planning

by Jaya Leibowitz on 06 November 2020

How your business is structured has major legal implications for your succession plan. In a recent webinar, Succeeding with Succession Planning, Allan Gray legal adviser, Jaya Leibowitz, discussed legal factors financial advisers should consider when planning fo...

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Look in, reach out

by Tamryn Lamb on 27 August 2020

Internationally acclaimed life coach, author, motivational speaker, and entrepreneur, Valorie Burton, explores how we can develop strength and resilience through intentional selfcare. She is joined by Londa Nxumalo from Allan Gray and independent financial advis...

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How to protect your advice practice from cybercriminals

by Werner Lunow on 27 July 2020

Cybercriminals are becoming more sophisticated in the methods they deploy to extract data and sensitive information from us. Presenting via Zoom webinar, Werner Lunow, IT Security manager at Allan Gray, and cybersecurity expert and KnowB4 managing director, Anna...

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Leveraging technology to bring value-add to your advisory practice

by Nic da Silva on 30 June 2020

Technology has never played as crucial a role in the day-to-day running of a business as it does currently in the wake of the COVID-19 pandemic.  In a recent webinar, Nic da Silva, distribution development specialist at Allan Gray, and WealthUp co-founder, Louis...

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Content provided by Allan Gray and guest speakers

Professional conduct in a hybrid world

by Cedrick Pila on 30 March 2022

Moving to a hybrid working world is presenting different challenges for different businesses. Financial advisers have been adapting to significantly changed ways of working with clients and other stakeholders. What the future will look like is somewhat unclear,...

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Overcome impostor syndrome this Women’s Month and own your throne

by Candace Maung on 11 August 2021

This pandemic has been a blunt reminder that while we can’t control our environment, there is no time like the present to take control of our journeys, or to use our experience to guide others on theirs – be it at home, at work, in our communities or in aspects ...

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How to optimise value in your client proposition

by Tyrone Brand on 14 June 2021

Creating value for your clients over the long term goes beyond recommending financial products and designing financial plans. Your value as a financial adviser lies in the quality of the relationships you build with clients and how they perceive your service and...

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Principles for succeeding with ethical decision-making

by Nomi Bodlani on 24 May 2021

Embedding ethical considerations into decision-making processes means striking the delicate balance between doing what is good for you and your business and doing what is good for clients.

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