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Hunting for honey, and finding it where no one is looking

Hunting for honey, and finding it where no one is looking

25 April 2025

There continues to be little interest in the frontier universe among global investors. And this is precisely why these markets continue to pique the interest of Allan Gray.

Global equities: opportunities as we navigate the new world order

Global equities: opportunities as we navigate the new world order

07 April 2025

Shift in regime emphasises the need to look for companies with strong competitive positions.

Can global equities provide benefits in any political or geopolitical environment?

Can global equities provide benefits in any political or geopolitical environment?

24 March 2025

The uncertainty created by political and geopolitical events does not diminish the opportunities that may be found by overcoming a domestic market bias and gaining exposure to regions, sectors and companies that can thrive amid disruption.

The Deepseek Effect

The Deepseek Effect

10 March 2025

Rethinking the stories driving global equity markets

quick poll
Question

How concerned are you that your clients might fall for deepfake or other AI-backed cybercrime scams, especially in financial or investment settings?

Answer
Who is at risk from tariffs and what do they mean for equity markets?

Who is at risk from tariffs and what do they mean for equity markets?

06 March 2025
Trump and the Impact on South African Equities

Trump and the Impact on South African Equities

12 February 2025
SA equities set to play catch-up as global investment prospects diverge

SA equities set to play catch-up as global investment prospects diverge

05 February 2025
2025 Outlook: Quality earnings are more predictable than the market

2025 Outlook: Quality earnings are more predictable than the market

15 January 2025
Beware the Fat Man

Beware the Fat Man

14 January 2025
What does a Trump win mean for the energy transition?

What does a Trump win mean for the energy transition?

14 November 2024
Professional investors anticipate a correction in the equity markets, reveals new study

Professional investors anticipate a correction in the equity markets, reveals new study

29 October 2024
Global outlook: equity all-time highs hide a current of nervousness

Global outlook: equity all-time highs hide a current of nervousness

25 October 2024
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