Articles tagged as "artificial intelligence"
Orbis Japan Equity: Finding opportunity beyond the AI trade
A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
Equity Fund: Finding value beyond precious metals
A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...
Orbis Emerging Markets Equity: The case for Taiwan Semiconductor Manufacturing Company
As markets grapple with volatility, uncertainty and rapid technological advancements, Stanley Lu from our offshore partner, Orbis, emphasises the importance ...
Orbis Global Equity: The art of adaptability in turbulent markets
Against a backdrop of heightened volatility, rapid advances in artificial intelligence and ongoing geopolitical tension, an adaptable, disciplined and...
Mind the gap
Periods of change are uncomfortable, but they are rarely unprecedented. Markets, economies, and geopolitical landscapes often swing between extremes. As...
Is AI a bubble, or is the best yet to come?
Artificial Intelligence (AI) is reshaping industries at a remarkable speed. However, its rapid rise has sparked bubble-like behaviour. Extreme valuations,...
Equity Fund: Tilting away from the crowd
In 2025, global markets rallied and many recorded historic highs. Portfolio manager Jithen Pillay discusses the Allan Gray Equity Fund's recent performance a...
Balanced Fund: Focusing on valuations amid market rally
Key equity markets have shone over the last quarter, inspiring many investors to chase the rally. Tim Acker discusses the Allan Gray Balanced Fund’s recent...
Central banks face a rates conundrum
From South Africa to the United States, monetary policy has been in the spotlight as central banks aim to achieve their objectives in challenging environment...
Bridging the gap: Tech- and AI-driven expansion of pension access
More than half of the world’s population owns smartphones, and new, innovative apps are popping up daily. What can the proliferation of tech solutions in...
Great expectations - raising the bar
Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations...
Global investing in an era of national self-reliance
As governments shift their national priorities in response to escalating geopolitical tension, global investors have to consider additional variables as they...
Investing offshore: Dependent on Great Expectations?
After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...
Investing responsibly in a rapidly changing world
Our 2024 Stewardship Report marks the 10th edition that Allan Gray has published for our clients. However, we have had a strong focus on exercising our...
2025: Risk remains heightened around the world
Following a year that saw political regimes shift in many parts of the world, investors need to brace themselves for a period of elevated risk as geopolitica...
From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we...
Memory: Industry cycles, not the business cycle
Rob Perrone, a member of the team of Investment Counsellors at our offshore partner, Orbis, explores the case for investing in the memory semiconductor...
