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Articles tagged as "Magnificent Seven"

Insights categories - Offshore investing

Building multi-asset portfolios in an uncertain world

By Nshalati Hlungwane on 26 Jun 2024

Listening time: 54 mins

Periods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change,...

Insights categories - Offshore investing

Orbis: President’s letter 2023

By Adam R. Karr on 01 Feb 2024

Reading time: 19 mins

In his annual president’s letter, Adam R. Karr, from our offshore partner, Orbis, discusses the performance of the Orbis Strategies during 2023, looks back a...

Insights categories - Local investing

The key lesson from 2023: Uncertainty is ever-present

By Rory Kutisker-Jacobson on 29 Jan 2024

Reading time: 6 mins

Rory Kutisker-Jacobson takes stock of the key local and global market events of 2023 and highlights some of the themes that are likely to shape the year ahea...

Insights categories - Offshore investing

Holding steady when global markets are in flux

By Radhesen Naidoo on 13 Dec 2023

Listening time: 51 mins

In the latest episode of The Allan Gray Podcast, Radhesen Naidoo, Allan Gray’s joint head of Institutional Clients and the client-servicing lead for Orbis in...

Insights categories - Offshore investing

The magnificent middle

By John Christy on 14 Nov 2023

Reading time: 6 mins

The so-called “magnificent seven” have dominated global headlines and returns this year. Take them out of the equation, and the rest of the market is slightl...

Insights categories - Offshore investing

From Johannesburg to Japan: How to resist the magnetism of the magnificent seven

By Tamryn Lamb on 28 Sep 2023

Listening time: 64 mins

In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we...

Insights categories - Offshore investing

Orbis: Navigating market change

By Fiona Jeffery on 21 Sep 2023

Reading time: 10 mins

To do well over the long term, you need to be positioned differently – particularly when markets are going through change. Fiona Jeffery, from our offshore...


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