Articles tagged as "ESG"
Unveiling the layers of executive remuneration in mining companies
As active managers who seek to understand businesses, we take a keen interest in how companies are governed and the impact they have on society.
Advocating for shareholder rights since 1973
Operating for five decades is a significant milestone for any business and it has provided us with a meaningful opportunity to reflect on the history of our...
Navigating valuations and values since 1973
ESG analysts Raine Adams and Nicole Hamman describe what responsible investing means to us, and demonstrate how we use a strategy of environmental, social an...
Can long-term investors afford to invest without considering ESG?
In conversation with Nshalati Hlungwane, a manager in the Institutional Clients team, ESG analyst Raine Adams and governance analyst Nicole Hamman separate t...
Investment update: How to invest in a changing world
At Allan Gray we are bottom-up investors, but we want to be on the right side of long-term trends, particularly at secular turning points. During the recent...
Our approach to responsible investing
We are navigating an increasingly complex world in the wake of the pandemic and in the shadow of the Russia-Ukraine war. This brings to the forefront the...
ESG: The fundamentals vs the fads
The rise of environmental, social and governance (ESG) considerations in asset management has resulted in a proliferation of new product offerings,...
What price are we paying for the Russia-Ukraine conflict?
As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...
Q&A: Perspectives and positioning for 2022
Amid a rising inflationary environment and ongoing uncertainty, many investors are struggling to take a long-term view. During the recent Allan Gray webinar,...
Key questions that advisers and clients are asking
Uncertainty is a fact of life, and ever present in investing. There are times, however, when uncertainty seems to dominate sentiment and news flow – and...
Active management: Potential for a comeback in a divided inflationary world
For most of the 2000s, the developed world has been characterised by disinflation and falling interest rates. This is despite a large increase in leverage, t...
Carbon pricing: What is it and why does it matter?
The Paris Agreement sets out a global framework to avoid dangerous climate change by limiting global warming to well below 2°C and pursuing efforts to limit ...
Net zero: What is it and where are we on the path?
In light of clear warnings from climate scientists around the potentially catastrophic impact of climate change, a growing number of governments and companie...
Our latest Stewardship and Business Sustainability Reports
Companies have positive and negative environmental, social and governance (ESG) impacts and forming a holistic view based on these is far more complicated, a...
Q&A with portfolio managers from Allan Gray and Orbis 2021
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...
How to be a responsible investor
Responsible investing has become a front-page issue in the last year as companies, investors and asset managers have had to respond to a number of ethical an...
Actively adding value
The trend towards passive management – where investment managers track market indices rather than pick individual stocks – has caused some to question the...
