Allan Gray
Investment Summit

It's about investment ideas that build long-term wealth.

Cape Town 17 July 2018

Sandton 18 July 2018

Speakers

19

International

6

Attendees

3000+

Investment ideas

30+

Global funds

4

Insights

...

Cloudy crystal ball

by Alec Cutler

Orbis

Two years ago, our crystal ball was cloudy. Shares and commodity prices suffered a rout in early 2016, and markets were concerned that economies around the world might fall into recession. That fear drove investors to pay up for certainty, driving bond yields to record lows.

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...

Are you overly exposed to China?

by Duncan Artus

Allan Gray

As South African investors we are very tuned into the local political and economic risks that we face. But what about the less obvious risks?

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