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2015 Q2
Secular stagnation: The new normal?
Economists are engaged in an interesting debate about economic growth and what has been described as 'secular stagnation'. The issue has received widespread...
Manufacturing in meltdown
The manufacturing sector is currently in a woeful state. Simon Raubenheimer discusses why we are where we are. 'The Board of Directors has taken the decision...
The case for active management
It is popular these days to talk about how difficult the past several years have been for active managers. In a sense, however, active management is always...
The upside to downside protection
Warren Buffet famously said that there are two rules when investing, 'Rule No.1: Never lose money, Rule No.2: Never forget rule No.1.' Shaun Duddy discusses...
What is a PE ratio?
Central to our investment philosophy at Allan Gray is buying shares that the market has priced below what we believe they are worth. We then sell these share...
Allan Gray Orbis Foundation: A decade into the journey
Ten years ago, in July 2005, the Allan Gray Orbis Foundation journey began. On reaching this milestone, Anthony Farr reflects on progress so far, acknowledgin...
2015 Q2 Comments from the Chief Operating Officer
The Greek crisis dominated the headlines for much of the second quarter, along with the slowdown in growth and massive stock market volatility in China...