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.
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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...
South Africa’s reform test: Fleeting gains or fundamental change?
Last year’s strong market returns renewed optimism in South Africa after years of sluggish growth, but many investors are wondering whether the country has...
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...
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...
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...
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...