
Why uncertainty may be today’s biggest investment opportunity
From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.

From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.

Amid heightened geopolitical risk, investors chasing offshore returns should temper expectations for US stocks and prioritise true diversification, says Orbis’s Rob Perrone.

The full list of winners at this year’s Raging Bull Awards ceremony.

In Allan Gray’s latest Quarterly Commentary, Tamryn Lamb, Allan Gray’s head of retail distribution, distilled some of the points discussed at the asset manager’s 2021 Investment Summit to answer the five key questions […]