What fiscal debt traps mean for long-term investors
Thalia Petousis, portfolio manager at Allan Gray, examines government overspending and its implications for investors in developed markets.
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Premier Group expands, oil prices ease, and vision behind home ownership
This evening, we wrap up the day’s market movements with Otto1890, unpack the operational growth of consumables giant Premier Group, explore investing beyond prevailing narratives with Allan Gray, examine the expanding commercial property portfolio of Vukile Property Fund, discuss research insights on artificial intelligence in higher education with Eduvos, and in this week’s Executive Lounge,…
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Allan Gray’s message about tax-free investments in South Africa
Allan Gray has explained the benefits of tax-free investments and retirement funds in South Africa, adding that investing earlier is better.
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Investing through disruption: Lessons from history in the age of AI
Nshalati Hlungwane, manager for institutional clients at Allan Gray, examines the impact of technological disruption on market sentiment, the pace of adoption, and whether AI will lead to market returns.
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Allan Gray has a lot to say about Dis-Chem in South Africa
Allan Gray believes that Dis-Chem is offering investors better value than its largest rival, Clicks.
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Ongewilde aandele kan op die langtermyn beter waarde bied
Pieter Koornhof, portefeuljebestuurder by Allan Gray, verduidelik hoekom dit belangrik is om weg van die skare te beweeg.
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‘Not quite 6%’ fees: How this structure protects investors
A proportion of Allan Gray Orbis performance fees go into a fee reserve – and back to clients in the event of underperformance, meaning the fund manager ‘truly shares’ in any pain as well as the gains. Radhesen Naidoo of Allan Gray tells us more.
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Moet beleggers wins neem ná rekordopbrengste van 2025?
Tim Acker, portefeuljebestuurder by Allan Gray Stable Fund, gesels oor hoe om wins te neem met gebalanseerde fondse.
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Allan Gray | brian andrew | Bureau for Economic Research | Competition Commission | David Shapiro | SAFM Market Update
Ithala starts payments, shipping cartels, and business confidence
This evening, we dive into the latest market movements with Sasfin Wealth, National Treasury provides updates on Ithala Bank as payments begin, we speak to the Competition Commission about an investigation into cartel-like behaviour among eight shipping companies, the Bureau for Economic Research looks at business confidence for the final quarter of 2025, Allan Gray…
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Hotel gains, G20 insights, and valuation opportunities
Southern Sun CEO Marcel von Aulock breaks down the group’s 5% revenue rise and strong domestic performance; Trevor Manuel shares exclusive insights from the B20, saying the G20 remains too important to abandon despite unpredictable member states; Allan Gray’s Pieter Koornhof on valuation-oriented investing; and Lorato Tshenkeng unpacks how strategic communication is shaping media, policy…