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Great expectations - raising the bar

By Rob Perrone on 19 Sep 2025

Viewing time: 7 mins

Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations...

Are global investors dependent on great expectations?

By Horacia Naidoo-McCarthy on 06 Jun 2025

Listening time: 52 mins

Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock...

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...

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...

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