Blog Archives

Investment Review – July 2026

The Cost of Cash

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Investment Review – June 2026

Passive Funds Don’t Negotia

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Investment Review – May 2026

Quality’s Cul-de-Sac: When Great Businesses Move Together

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Investment Review – April 2026

How Investments Make Money: Understanding Returns and Risk

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Investment Review – March 2026

Regime Shifts Don’t Knock

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Investment Review – February 2026

Iran Conflict: Market Impact and Implications

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Investment Review – January 2026

Understanding TSMC and Today’s Technology Supply Chain

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Investment Review – December 2025

Investment Outlook Q4 2025

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Investment Review – November 2025

How Consolidation Is Reshaping the Asset Management Industry

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Investment Review – October 2025

When AI Steps Off the Screen: The Real-World Revolution

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.