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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 - Markets and economy

Q&A with portfolio managers from Allan Gray and Orbis 2021

By Tamryn Lamb on 26 May 2021

Reading time: 1 min

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...

Insights categories - Markets and economy

Do fundamentals still matter?

By Rory Kutisker-Jacobson on 15 Sep 2020

Reading time: 7 mins

There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the...

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