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Articles tagged as "Allan Gray Fund Provider 2025"

Insights categories - Offshore investing

What can we learn from Fartcoin?

By Graeme Forster on 30 Jan 2025

Viewing time: 29 mins

At the recent Allan Gray Fund Provider, Graeme Forster, portfolio manager at our offshore partner, Orbis, shared an update on the Orbis Global Equity Fund. I...

Insights categories - Markets and economy

Could 2025 be the most consequential year in our lifetime?

By David McWilliams on 30 Jan 2025

Viewing time: 56 mins

In a keynote address at Allan Gray Fund Provider 2025, Irish economist David McWilliams discussed a range of global developments, such as the return of Trump...

Insights categories - Markets and economy

Navigating South Africa’s post-election economy

By Horacia Naidoo-McCarthy and Sandy McGregor on 29 Jan 2025

Viewing time: 48 mins

Sentiment around South Africa’s prospects improved significantly in 2024, but there are still numerous, complex, structural challenges weighing on the countr...

Insights categories - Markets and economy

Rethinking global inflation and rates after the 2024 super-election year

By Thalia Petousis on 29 Jan 2025

Viewing time: 34 mins

The introduction of the Allan Gray Income Fund in May 2024 has broadened Allan Gray’s offering, providing a more comprehensive selection of lower-risk...

Insights categories - Markets and economy

In conversation with SARS Commissioner Edward Kieswetter

By Alishia Seckam on 29 Jan 2025

Viewing time: 46 mins

Speaking to financial journalist Alishia Seckam at the 2025 Allan Gray Fund Provider, SARS Commissioner Edward Kieswetter shared a range of views on pressing...

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