Beyond the narratives: Investing through uncertainty
Periods of heightened uncertainty often feel exceptional while we are living through them. But history suggests that markets have consistently rewarded investors who can look beyond prevailing narratives, remain disciplined through volatility and focus on long-term fundamentals. Thandi Skade summarises key investment insights recently presented by portfolio manager Varshan Maharaj at our May 2026 events, “The Times with Allan Gray”.
All insights
Orbis Japan Equity: Finding opportunity beyond the AI trade
A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
Equity Fund: Finding value beyond precious metals
A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...
Balanced Fund: Building quality through market volatility
In this fund commentary, Duncan Artus discusses how the Allan Gray Balanced Fund has navigated a period of heightened market volatility and increasingly...
Stable Fund: A tale of two market narratives
Geopolitical tensions, shifting interest-rate expectations and continued enthusiasm for AI shares are among the themes that shaped markets in the first half ...
Orbis Global Equity: Finding the needles in the hay
While AI-related shares have continued to dominate market returns, Adam Karr from out offshore partner , Orbis, explains why the Global Equity Fund is focuse...
A durable strategy for life and wealth creation
Through market cycles, regulatory shifts and changing economic conditions, certain investment principles continue to assert themselves. They endure not becau...
African equities offer compelling value despite global shocks
Despite geopolitical shocks and heightened market volatility, African equities continue to offer compelling value. Rami Hajjar explains how stronger...