Podcast: Can optimism rise from the inflationary ashes?
In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting the world. Taking us through a range of scenarios, he shares some important lessons from the past and looks to the future, reminding long-term investors that periods of strife often present new opportunities.
Latest articles
Governance update: It pays off to focus on executive remuneration
The landscape of executive remuneration continues to evolve and, as a result, we have refined our remuneration framework by developing a qualitative scorecar...
Whither inflation?
In the past 12 months , global inflation has surged. Sandy McGregor discusses the increasingly turbulent response of the financial markets.
Orbis Global Equity: The duration dislocation
In investing, risk and opportunity are two sides of the same coin. Graeme Forster from our offshore partner, Orbis, unpacks current distortions in the market...
Our approach to responsible investing
We are navigating an increasingly complex world in the wake of the pandemic and in the shadow of the Russia-Ukraine war. This brings to the forefront the...
What happens to your minor children when you die?
While undoubtedly the worst-case scenario to consider, as parents, we need to make sure our children’s needs are accounted for in the tragic event of our...
How do you cater for extreme events when constructing resilient multi-asset portfolios?
Gladness Rupare and Martine Damonse, who hosted panels with members of the Allan Gray and Orbis Investment teams, capture some of key questions and insights,...
On the commodity boom and other South African fables (and foibles)
Just as the economic destruction from the COVID-19 pandemic rose to crisis levels, strong commodity export prices swept in to alleviate South Africa’s fiscal...