Investment Review – January 2025

Market Indicators

  • JSE All Share (ALSI) 85,956.65
  • Rand/Euro R 19.39
  • Rand/Pound R 23.20
  • Rand/US Dollar R 18.64
  • Rand/Aus Dollar R 11.63

Survival of the Fastest

AI is widely regarded as a transformative leap in technological advancement, with far-reaching implications for our personal lives, businesses and the economy. However, the launch of DeepSeek earlier this year serves as a reminder of just how early we are in this technology’s lifecycle—where the stakes are high in the race for AI dominance, yet many products and services are still in development. This article reviews an approach to investing in a market searching for the next Google or Amazon of the AI age.

(Read More)

Tagged with: ,
Posted in Investment Review

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.