New tools, old habits: Investing in the age of AI
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and head of Orbis’ Global Investment team, for a conversation about technology, decision-making and the search for investment insights. They discuss why technological progress has not eliminated market inefficiencies and how narratives and herding behaviour continue to influence investment outcomes. The conversation also explores why independent thinking may become even more valuable in a world overflowing with information and competing narratives.
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New tools, old habits: Investing in the age of AI
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and he...
Long-term investing in a short-term world
A long-term mindset is essential to successful investing, but staying invested through difficult periods is not always easy. Investors do not only experience...
Managing risk in bullish markets
At Allan Gray, we base investment decisions on our assessment of the long-term economics of each underlying business and the risk of permanent capital loss....
Your retirement, your choices: Making sense of the options
While individual goals differ when it comes to investing for retirement, the core objectives remain the same: to accumulate sufficient assets during one’s...
Orbis Global Cautious: A disciplined approach to risk and return
Carefully balancing risk and return has become increasingly important in an investment environment marked by volatility and uncertainty. Mark Dunley-Owen fro...
What you own in this crazy world
Behind every share price is a real business, employing people, serving customers and owning brands, products and assets that many of us encounter in our dail...
Developed market government borrowing costs are at a 20-year flashpoint
Developed market bonds are trading near their yield highs, or price lows, last seen 15 to 20 years ago. While inflation is partly to blame, another factor is...