Articles tagged as "Russia"
Geopolitical factors trigger concerns about Georgia
Frontier markets, like Georgia, offer investors exposure to a range of sectors and opportunities that are not available in more developed markets, however,...
Taking stock of our stewardship efforts
At Allan Gray, we aim to be a great asset manager that integrates ESG well in our approach and decision-making, rather than an ESG-focused company that manag...
The new normal: What lies ahead?
In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis and Sandy McGregor reflect on a range of macroeconomic issues as they...
Massive market moves: How will they shape the years ahead?
In the latest episode of The Allan Gray Podcast, chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a...
Podcast: Do old investment truths still hold in the current global environment?
In the latest episode of The Allan Gray Podcast, hosted by Allan Gray portfolio manager Rory Kutisker-Jacobson, Dan Brocklebank, head of Orbis UK, reflects o...
Podcast: Can optimism rise from the inflationary ashes?
In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting th...
Orbis Global Balanced: Russia-Ukraine conflict accelerates market shifts
Russia’s invasion of Ukraine is a painful reminder that there is more to life than markets, and our concern goes out to the people suffering. As investors, o...
What price are we paying for the Russia-Ukraine conflict?
As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...
Understanding the impact of the Ukraine crisis on your investments
Like everyone else, we have been watching with dismay as the war in Ukraine unfolds. While in this piece we address some of the economic and investment...
Russia-led volatility underscores the need for calm, considered action
As recently as last week, it was still unclear whether or not Russia would launch a full-scale invasion of Ukraine. It is now all too clear that Putin wasn’t...
Q&A: Perspectives and positioning for 2022
Amid a rising inflationary environment and ongoing uncertainty, many investors are struggling to take a long-term view. During the recent Allan Gray webinar,...
