Articles tagged as "US dollar"
Orbis Global Equity: Discipline in the face of volatility
The US market has long represented a safe haven for many investors, although the tide may finally be turning. Adam R. Karr, president and portfolio manager a...
Rebuilding the global monetary order with bricks of gold
Gold is experiencing renewed prominence, reclaiming its status as the cornerstone of financial stability amid growing questions about the US dollar. As the...
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...
Economic update: A post-pandemic new normal
2022 saw a massive appreciation of the US dollar against all other currencies and the highest inflation since the early 1980s. These trends, which so dominat...
Orbis Global Balanced: Beware the Great and Powerful Dollar
The US dollar has rallied significantly over the course of this year, leaving other currencies in its wake. Alec Cutler, from our offshore partner, Orbis,...
Which currency is a good store of value?
As the US dollar continues to make substantial gains on global currencies, Jacques Plaut, portfolio manager, discusses the factors investors typically consid...
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...
