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Articles tagged as "Commodities"

Insights categories - Offshore investing

Podcast: Do old investment truths still hold in the current global environment?

By Rory Kutisker-Jacobson on 30 Sep 2022

Listening time: 42 mins

In the latest episode of The Allan Gray Podcast, hosted by Allan Gray portfolio manager Rory Kutisker-Jacobson, Dan Brocklebank, head of Orbis UK, reflects o...

Insights categories - Markets and economy

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

Listening time: 1 min

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

Insights categories - Markets and economy

On the commodity boom and other South African fables (and foibles)

By Thalia Petousis on 28 Jul 2022

Reading time: 8 mins

Just as the economic destruction from the COVID-19 pandemic rose to crisis levels, strong commodity export prices swept in to alleviate South Africa’s fiscal...

Insights categories - Markets and economy

Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment

By Gladness Rupare on 01 Jul 2022

Viewing time: 40 min

With rising global inflation and the possibility of a recession on the cards, investors are tasked with protecting their capital and looking for opportunitie...

Insights categories - Investment insights

Podcast: How to think about investing in an energy-short and volatile world

By Tamryn Lamb on 08 Jun 2022

Listening time: 61 mins

From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigati...

Insights categories - Local investing

Local investment update: Always pay the right price

By Duncan Artus and Jacques Plaut on 03 Jun 2022

Viewing time: 26 min

Jacques Plaut and Duncan Artus discuss the positioning of our equity and multi-asset funds given the pre-existing trends exacerbated by the war in Ukraine....

Insights categories - Markets and economy

The long road to debt reform: SA’s Budget underwhelms bond investors

By Thalia Petousis on 24 Feb 2022

Reading time: 3 mins

Despite the positivity priced into the Budget from the much-publicised tax revenue overruns, the outcome has positively underwhelmed South African bond...

Insights categories - Offshore investing

The power of perspective in an expensive market

By Ben Preston on 17 Feb 2022

Viewing time: 1 min

Historically, every decade has its “poster child” asset class. In the 70s it was gold, the 80s Japanese shares, and materials shares in the noughties. At the...

Insights categories - Local investing

Q&A with Allan Gray portfolio managers

By Duncan Artus on 17 Nov 2021

Viewing time: 1 min

At a recent Allan Gray local investment update, chief investment officer, Duncan Artus, facilitated a robust discussion with portfolio managers, Thalia...

Insights categories - Local investing

Market update: Weighing up opportunity and risk in the face of volatility

By Duncan Artus on 23 Aug 2021

Listening time: 25 mins

While the local market has been strong, South African assets still look cheap overall compared to many of their global counterparts. There is opportunity in...

Insights category - companies

Glencore: Investigating the decarbonisation opportunity

By Raine Adams and Sean Munsie on 22 Apr 2021

Reading time: 9 mins

In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...

Insights categories - Markets and economy

Global economy losing momentum

By Sandy McGregor on 18 Jan 2019

Reading time: 3 mins

After two years of strong synchronous growth the global economy is losing momentum. Almost without exception the most recent purchasing manager’s indices are...

Insights categories - Local investing

Keep calm and carry on investing

By Andrew Lapping on 17 Jan 2017

Reading time: 5 mins

The past 12 months seem to have passed particularly swiftly, maybe because fundamentally very little changed. Interestingly, the light in which investors vie...

Insights category - companies

Commodities: Opportunity or risk?

By Mark Dunley-Owen on 31 May 2016

Reading time: 4 mins

We are ‘bottom-up’ investors who pay more attention to valuations than to macroeconomic forecasts. We do extensive research to calculate what we believe is...

Insights categories - Investment insights

How things change

By Andrew Lapping on 31 Dec 2015

Reading time: 13 mins

Global mining businesses have had a remarkable fall from grace over the past 18 months. Talk has moved from a 20-year supercycle and commodity shortages to...

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