Insights category - Markets economy
Markets & economy

Q&A with Allan Gray and Orbis

Despite the ongoing uncertainty fuelled by COVID-19, global markets have bounced back to pre-pandemic levels, with a handful of mega cap shares driving the recovery. During the recent Allan Gray and Orbis investment updates, Duncan Artus, chief investment officer, moderated a Q&A session via Zoom webinar with Allan Gray portfolio manager Rory Kutisker-Jacobson and Ben Preston, portfolio manager at Orbis. Watch the 33-minute recording below as they answer questions about the state of local and global equity markets and our current holdings. 


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