Rob Formby
Quarterly Commentary

2021 Q2 Comments from the Chief Operating Officer

I write this during a devastating week for South Africa, with looting and riots in KZN and Gauteng destroying businesses and livelihoods. The rule of...

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Inflation returns

By Sandy McGregor on 26 Jul 2021

viewing time: 17 mins

Prices are on the up in the wake of the COVID-19 pandemic. The question is, will deflationary conditions resume as global economic conditions normalise or is...

How we approach fixed interest

By Thalia Petousis on 26 Jul 2021

viewing time: 10 mins

Aside from our dedicated local fixed interest funds, being the Allan Gray Money Market Fund and the Allan Gray Bond Fund, we also invest in fixed interest...

Orbis: Global perspectives on Naspers

By Stefan Magnusson and Edward Blain on 26 Jul 2021

viewing time: 12 mins

One of the largest positions in the Orbis Global Equity Fund is Naspers, whose key underlying asset is a 29% stake in the Chinese internet juggernaut Tencent...

Our take on the “shrinking” JSE

By Nadia van der Merwe and Stephan Bernard on 26 Jul 2021

viewing time: 14 mins

Several high-profile delistings over the recent past have spurred market commentators to discuss the JSE’s “slow death” in the context of a struggling local...

Investment lessons for sharing

By Daniella Bergman on 26 Jul 2021

viewing time: 16 mins

Money is a polarising topic, yet it is an important subject that greatly influences all of our lives. Opening up the space for money conversations can...

Allan Gray Orbis Foundation: Focused on enduring change

By Yogavelli Nambiar on 26 Jul 2021

viewing time: 8 mins

It is heartening to note that the Allan Gray Orbis Foundation is continuing to achieve its intended impact, despite the challenges faced in these pandemic...

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