Articles tagged as "AI"
Disconnect between economies and markets warrants caution
2025 was a great year to own South African financial assets despite mostly negative news headlines and lacklustre economic growth – a theme common among...
Orbis Optimal SA: Taking advantage of attractive entry points
Portfolio manager Mark Dunley-Owen reflects on the recent performance of the Orbis Optimal SA Fund, highlighting key contributors, detractors and why the tea...
Orbis SICAV Global Balanced: 2025 – A strong year for Orbis Global Balanced
While many of the Orbis SICAV Global Balanced Fund’s long-held convictions have been rewarded over the last quarter, it is important to remember that the pat...
Bridging the gap: Tech- and AI-driven expansion of pension access
More than half of the world’s population owns smartphones, and new, innovative apps are popping up daily. What can the proliferation of tech solutions in...
From static to signal: Retirement insights from Through the noise
Allan Gray’s fifth annual Through the noise retirement benefits conference brought together local and global experts to explore the future of retirement in...
Memory: Industry cycles, not the business cycle
Rob Perrone, a member of the team of Investment Counsellors at our offshore partner, Orbis, explores the case for investing in the memory semiconductor...
Massive market moves: How will they shape the years ahead?
In the latest episode of The Allan Gray Podcast, chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a...
