Articles tagged as "Artificial intelligence"
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...
Great expectations - raising the bar
Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations...
Great expectations - raising the bar
Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations...
US-China tension puts SA jobs and growth at risk
As superpower rivalries reshape global growth, investors are urged to diversify portfolios. This was one of the messages on Day 1 of Allan Gray’s retirement...
Global investing in an era of national self-reliance
As governments shift their national priorities in response to escalating geopolitical tension, global investors have to consider additional variables as they...
Investing offshore: Dependent on Great Expectations?
After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...
Investing responsibly in a rapidly changing world
Our 2024 Stewardship Report marks the 10th edition that Allan Gray has published for our clients. However, we have had a strong focus on exercising our...
2025: Risk remains heightened around the world
Following a year that saw political regimes shift in many parts of the world, investors need to brace themselves for a period of elevated risk as geopolitica...
From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we...
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...
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...
