Why Your Logical Approach Isn’t Working

Why Your Logical Approach Isn’t Working

Preparing for a speech to the leadership of an organization facing major restructuring, I asked the meeting planner for background on the audience. “We’ve presented all the facts,” she replied. “But it would be much easier if people weren’t so emotional!” In the...
Keep Calm And Carry On Investing

Keep Calm And Carry On Investing

Adapted from the Chief Investment Officer’s comments, which will appear in the Allan Gray Unit Trust Annual Report, 2016.The past 12 months seem to have passed particularly swiftly, maybe because fundamentally very little changed. Interestingly, the light in which...