Exploring the frontier: Why elevated risk offers enticing opportunities
Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier and smaller emerging markets, that fear weighs heavily on asset prices, often sending them well below what the underlying business fundamentals suggest.
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Taxation of retirement lump sums and living annuity income for non-residents
Investors who emigrate are often surprised by the complexity involved in accessing their existing retirement investments after they have ceased to be South...
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...
Equity Fund: Markets retreat as sentiment cools and volatility rises
Against heightened geopolitical tension and increased market volatility, the Allan Gray Equity Fund navigated a challenging first quarter of 2026, delivering...
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...
Higher discretionary allowance: The opportunity to invest more offshore
Thanks to the increase in the single discretionary allowance, from 17 April 2026, investors can use the Allan Gray Offshore Investment Platform and Allan Gra...
Frontier Markets Equity Fund: Focusing on value amid market volatility
Against a backdrop of heightened geopolitical volatility, the Allan Gray Frontier Markets Equity Fund delivered a resilient first‑quarter performance. With...
The impact of tax on investment returns
There are many factors to consider when making investment decisions. Tax is a significant one. It is important to understand how taxes are applied to differe...