Articles tagged as "US dollar"
Managing risk in bullish markets
At Allan Gray, we base investment decisions on our assessment of the long-term economics of each underlying business and the risk of permanent capital loss....
Orbis Global Balanced: Avoiding fear and greed in a noisy market
Portfolio manager Alec Cutler, from our offshore partner, Orbis, reflects on the Orbis SICAV Global Balanced Fund’s performance over the period. He explains...
Orbis: President’s letter 2025
In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, reviews the strong performance of the Orbis portfolios over the past 12...
Is the world’s safest currency actually the riskiest?
The dollar’s safe-haven status is cracking under the weight of debt, deficits, and political risk. Once a symbol of stability, it now looks fragile and...
Disconnect between economies and markets warrants caution
2025 was a great year to own South African financial assets despite mostly negative news headlines and lacklustre economic growth – a theme common among...
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...
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,...
