Despite investors having access to increasingly powerful AI tools, markets continue to be shaped by something much more familiar: human behaviour.
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and head of Orbis’ Global Investment team, for a conversation about technology, decision-making and the search for investment insights. They discuss why technological progress has not eliminated market inefficiencies and how narratives and herding behaviour continue to influence investment outcomes. The conversation also explores why independent thinking may become even more valuable in a world overflowing with information and competing narratives.