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Looking beyond trade wars and extreme market chaos

By Jithen Pillay on 07 Jul 2025

Reading time: 6 mins

Market participants would be forgiven for having developed a mild case of post-traumatic stress disorder over the last three months. The now infamous “Libera...

Investing responsibly in a rapidly changing world

By Duncan Artus on 28 Mar 2025

Reading time: 5 mins

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...

Navigating South Africa’s post-election economy

By Horacia Naidoo-McCarthy and Sandy McGregor on 29 Jan 2025

Viewing time: 48 mins

Sentiment around South Africa’s prospects improved significantly in 2024, but there are still numerous, complex, structural challenges weighing on the countr...

A revival for South Africa’s retail giants?

By Siphesihle Zwane on 22 Oct 2024

Listening time: 53 mins

As sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing...

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