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Tipping point or false dawn? South Africa’s defining question

By Raine Adams on 10 Feb 2026

Reading time: 4 mins

Raine Adams unpacks progress on South Africa’s reform agenda and infrastructure rehabilitation, noting that momentum could accelerate if reform alignment and...

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...

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