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Articles tagged as "PGMs"

Equity Fund: Finding value beyond precious metals

By Tim Acker on 10 Jul 2026

Reading time: 2 mins

A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

Listening time: 1 min

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

Platinum can move the needle on the economic growth SA so desperately needs

By Tim Acker on 07 Feb 2020

Reading time: 2 mins

Platinum Group Metals (PGMs) are proving to be market darlings: In the last 12 months platinum prices have soared by 30%, palladium prices have doubled, and...

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Articles tagged as "PGMs"

Equity Fund: Finding value beyond precious metals

Podcast: Can South African investors continue to count on commodities?

Platinum can move the needle on the economic growth SA so desperately needs

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