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Insights categories - Local investing

Navigating investment challenges: The interplay between skill and luck

By Jithen Pillay and Matthew Patterson on 05 Jun 2024

Reading time: 7 mins

Decision strategist and best-selling author Annie Duke advises focusing on a good process when trying to make the best decisions in highly uncertain scenario...

Insights categories - Local investing

Finding value in a depressed earnings environment

By Rory Kutisker-Jacobson on 22 Apr 2024

Reading time: 6 mins

After a disappointing decade, many are wondering whether the JSE still offers long-term value for patient investors. Rory Kutisker-Jacobson discusses the...

Insights categories - Local investing

Investment update: How to invest in a changing world

By Duncan Artus on 01 Dec 2022

Viewing time: 27 Mins

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...

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 category - companies

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

Reading time: 13 mins

“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we  are in the cycle and acting...

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