allan gray

Baron Rothschild famously told investors to ‘buy when there’s blood in the streets’, but buying opportunities like the GFC don’t come around often. How can investors...

Markets have ‘baked in’ expectations that interest rates and inflation will stay low for a long time, but Simon Mawhinney, Chief Investment Officer at Allan Gray,...

Electric vehicles displacing the requirement for oil is a popular market narrative, but Simon Mawhinney, Chief Investment Officer at Allan Gray, says this misses half...