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Articles tagged as "Ukraine"

Insights categories - Offshore investing

Geopolitical factors trigger concerns about Georgia

By Rory Kutisker-Jacobson on 15 Jul 2024

Reading time: 4 mins

Frontier markets, like Georgia, offer investors exposure to a range of sectors and opportunities that are not available in more developed markets, however,...

Insights categories - ESG

Taking stock of our stewardship efforts

By Duncan Artus on 06 Jun 2023

Reading time: 6 mins

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...

Insights categories - Markets and economy

Massive market moves: How will they shape the years ahead?

By Tamryn Lamb on 09 Feb 2023

Listening time: 54 Mins

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...

Insights categories - Offshore investing

Podcast: Do old investment truths still hold in the current global environment?

By Rory Kutisker-Jacobson on 30 Sep 2022

Listening time: 42 mins

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...

Insights categories - Markets and economy

Podcast: Can optimism rise from the inflationary ashes?

By Thalia Petousis on 25 Jul 2022

Listening time: 43 min

In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting th...

Insights categories - Markets and economy

Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment

By Gladness Rupare on 01 Jul 2022

Viewing time: 40 min

With rising global inflation and the possibility of a recession on the cards, investors are tasked with protecting their capital and looking for opportunitie...

Insights categories - Offshore investing

Orbis investment update: Risks in the real world

By Alec Cutler and Rob Perrone on 03 Jun 2022

Viewing time: 27 min

Alec Cutler and Rob Perrone, from our offshore partner, Orbis, discuss the real risks the world is facing and the attractive investment opportunities Orbis h...

Insights categories - Offshore investing

Orbis Global Balanced: Russia-Ukraine conflict accelerates market shifts

By Alec Cutler on 26 Apr 2022

Reading time: 13 mins

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...

Insights categories - ESG

What price are we paying for the Russia-Ukraine conflict?

By Horacia Naidoo-McCarthy on 11 Apr 2022

Reading time: 6 mins

As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...

Insights categories - Markets and economy

Understanding the impact of the Ukraine crisis on your investments

By Jacques Plaut on 07 Mar 2022

Reading time: 5 mins

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...

Insights categories - Offshore investing

Russia-led volatility underscores the need for calm, considered action

By John Christy on 03 Mar 2022

Reading time: 5 mins

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...

Insights categories - Markets and economy

Q&A: Perspectives and positioning for 2022

By Tim Acker on 17 Feb 2022

Viewing time: 1 min

Amid a rising inflationary environment and ongoing uncertainty, many investors are struggling to take a long-term view. During the recent Allan Gray webinar,...

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