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2018 Q2
Approaching a tipping point?
After a strong start to the year, global investors have been spooked by a diverse combination of developments, including a slowdown in global economic...
Do you enjoy pain? How about the platinum industry?
Over the past two years we have invested in certain platinum mining companies. These investments have performed extremely poorly. Andrew Lapping looks back a...
Orbis: How to balance risk and return in the current environment
As we look at opportunities around the world, one thing seems clear – it is no time to be a hero. According to Alec Cutler, from our offshore partner, Orbis,...
True rewards take time
Allan Gray’s advertising strategy has always been built around the characteristics of the firm and continues to tap into human truths that connect with our...
Bump up your savings with a tax-free investment
Have you taken the plunge and started your own business, but sacrificed some (if not all) of your savings to do it? Mthobisi Mthimkhulu suggests using a...
Allan Gray Orbis Foundation: A good story to tell
In April, the Allan Gray Orbis Foundation was awarded the Research Champion Award at the Global Entrepreneurship Congress, held in Istanbul, for the pioneeri...
2018 Q2 Comments from the Chief Operating Officer
This is my first issue of Quarterly Commentary in my new role as chief operating officer. I am excited and privileged to help lead Allan Gray forward,...