Comments from the Chief Operating Officer
Welcoming the world to South Africa (but are they here to stay... ?)
The investment case for BAT
The Stable Fund completes a decade
The story is in the stocks
Service worth talking about
Early withdrawals from your retirement savings can be taxing
The Allan Gray Orbis Foundation update
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Comments from the chief operating officer
Rob Dower
As I write, the JSE is more than double its March low when priced in US dollars. To justify the current stock market valuation on a PE multiple hovering around 15, with in all probability some more bad news to come in the earnings numbers, one has to be...
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African expansion sweetens the Illovo mix -
Lonwabo Maqubela
Despite our concerns about the current heat in the sugar market (with the world sugar price trading at 22-year highs), we are...
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The Balanced Fund celebrates 10 years -
Jeanette Marais
On 1 October 2009 Allan Gray celebrated the 10-year anniversary of the Balanced Fund. Excluding the money market funds...
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So much more can be achieved with time -
Tracy Hirst
We recently launched new television, print and airport advertising that reinforces the importance of time in...
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South African banks - Not just a bad debt story -
Jacques Plaut
Record-high bad debts are currently weighing on the banking sector. Typically, an industry experiencing depressed profits due...
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The cost of too much choice
Marisa Kaplan
People are attracted to choice, but that does not mean that having more choice will lead to better decisions, or a better decision...
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The benefits and pitfalls of foreign diversification -
Chris du Toit
Most South African investors looking to diversify will choose to include offshore assets in their portfolio. The trick is to select the right...
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