Offshore investing - Allan Gray
Offshore investing

Building multi-asset portfolios in an uncertain world

Periods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change, multi-asset portfolio construction becomes an increasingly complex task. For some time, our offshore partner, Orbis, has warned that the environment appears to be changing, noting stickier global inflation, a shifting geopolitical landscape and higher risk-free rates. With key national elections across the globe, the transition to green energy and the rise of artificial intelligence increasing the noise, long-term investors must consider a host of additional variables as they pursue meaningful returns. 

In conversation with Orbis portfolio manager Alec Cutler, Nshalati Hlungwane, a manager in our Institutional Clients team, explores the global investment universe and finds out how Orbis is thinking about its multi-asset strategies in the current environment.


Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.