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 Stewardship Report, chief investment officer Duncan Artus discusses our enduring long-term approach to investing responsibly on behalf of our clients.
All insights
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...
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...
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...
The future of alcohol
As part of our investment process, we monitor developments under the environmental, social and governance (ESG) pillars to understand how they may affect the...
Global talent, local rules: Foreign national members and South African retirement funds
Employing foreign nationals is a common and legally recognised practice in South Africa. Nevertheless, recurring questions arise about retirement fund...
2026 Budget: A good news story
Finance Minister Enoch Godongwana delivered the 2026 Budget speech on Wednesday, 25 February, remaining steadfast in his earlier assurances that the governme...
Bracket creep: The silent tax
Each year we listen with bated breath to the Minister of Finance’s annual Budget speech to learn whether tax rates will increase and breathe a sigh of relief...