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2021 Q2
Inflation returns
Prices are on the up in the wake of the COVID-19 pandemic. The question is, will deflationary conditions resume as global economic conditions normalise or is...
How we approach fixed interest
Aside from our dedicated local fixed interest funds, being the Allan Gray Money Market Fund and the Allan Gray Bond Fund, we also invest in fixed interest...
Orbis: Global perspectives on Naspers
One of the largest positions in the Orbis Global Equity Fund is Naspers, whose key underlying asset is a 29% stake in the Chinese internet juggernaut Tencent...
Our take on the “shrinking” JSE
Several high-profile delistings over the recent past have spurred market commentators to discuss the JSE’s “slow death” in the context of a struggling local...
Investment lessons for sharing
Money is a polarising topic, yet it is an important subject that greatly influences all of our lives. Opening up the space for money conversations can...
Allan Gray Orbis Foundation: Focused on enduring change
It is heartening to note that the Allan Gray Orbis Foundation is continuing to achieve its intended impact, despite the challenges faced in these pandemic...
2021 Q2 Comments from the Chief Operating Officer
I write this during a devastating week for South Africa, with looting and riots in KZN and Gauteng destroying businesses and livelihoods. The rule of...