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Insights categories - Personal investing

Timeless lessons on risk, opportunity and living a good life – with Morgan Housel

By Tim Acker on 12 Feb 2024

Listening time: 53 min

With 2024 set to be a news-heavy year, investors are speculating about everything from what interest rates might do next, to the outcome of elections around...

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 - Investment insights

Podcast: How to think about investing in an energy-short and volatile world

By Tamryn Lamb on 08 Jun 2022

Listening time: 61 mins

From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigati...

Insights categories - Markets and economy

Q&A with portfolio managers from Allan Gray and Orbis 2021

By Tamryn Lamb on 26 May 2021

Reading time: 1 min

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...

Insights categories - Markets and economy

Do fundamentals still matter?

By Rory Kutisker-Jacobson on 15 Sep 2020

Reading time: 7 mins

There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the...

Insights categories - Local investing

Structural challenges to business models

By Duncan Artus and Tim Acker on 15 Jun 2018

Reading time: 4 mins

At the core of our investment philosophy we look for companies we believe are priced below our estimate of their true worth and sell them when they reach fai...

Insights categories - Offshore investing

Orbis: Tech can be contrarian - if the price is right

By Rob Perrone on 26 Sep 2017

Reading time: 5 mins

We are contrarian investors, and technology shares are often popular. Given that, you might expect us to shun them. At times, we have: when tech stocks trade...

Insights categories - Offshore investing

Tech stocks: Is history repeating itself?

By Ben Preston on 20 Jul 2017

Reading time: 8 mins

To cut through the suspense, let me admit up front that I’m not going to answer the question directly: we don’t find it productive to spend a lot of time...

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