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2023 Q1
Shedding dark on the issue of South Africa’s economic growth
South African companies are reallocating billions of rands towards the extraordinary costs associated with loadshedding. Government’s prospects for debt...
Orbis Global Balanced: Investing through the cycles
History seemingly often repeats itself, but it might be dangerous to assume that the investing landscape over the next 20 years will be similar to that of th...
Peering through the smoke
A lot has changed in the tobacco industry in the last decade or so. Despite the changes in what used to be a stable industry, the attractive aspects of tobac...
Equities matter – even for a cautious investor
In recent years, we have witnessed investors on our platform moving their assets away from low-equity funds to funds that have little to no equity exposure...
The power of 1%
As we celebrate our 50 th anniversary, we are mindful of the collective efforts of teams, past and present, in building our long-term track record....
How staying the course gives you the long-term edge
In a world where instant gratification is king, it can be hard not to get distracted by the lure of short-term gains. But taking a long-term view of your...
2023 Q1 Comments from the Chief Operating Officer
This year marks 50 years since Allan Gray began offering investment management services in South Africa. The local unit trust industry was in its infancy,...