Changing Regulation 28: A solution looking for a problem
South Africa’s investment shortfall does not stem from a lack of domestic capital, but from weak public-sector governance, limited competitive advantages and too few viable opportunities. Forcing retirement funds and other institutional investors to allocate more assets locally would constrain diversification, increase risk and ultimately weaken the savings pool on which financial stability depends. According to Sandy McGregor and Matthew Patterson, a better policy response is to strengthen public sector institutions and create conditions that allow private capital to invest where sound opportunities exist.
All insights
Turn intention into lasting certainty through your will
National Wills Week, which takes place from 14-18 September this year, is a good time to draft a will if you do not have one or to review your existing will...
Using the power of storytelling to inspire generations
Women’s Month has become synonymous with special discount offers, celebrations and beauty treatments. We have instead used the month of commemoration to...
How much is enough to contribute to retirement?
Starting early, investing appropriately and remaining invested are key to achieving a comfortable retirement. But contribution levels are also critical. Kyle...
Beyond the hit rate: Making the best investment ideas count
Successful investing is often associated with making perfect decisions, yet even the most accomplished investors can be wrong from time to time. Long-term...
New tools, old habits: Investing in the age of AI
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and he...
Long-term investing in a short-term world
A long-term mindset is essential to successful investing, but staying invested through difficult periods is not always easy. Investors do not only experience...
Managing risk in bullish markets
We base investment decisions on our assessment of the long-term economics of each underlying business and the risk of permanent capital loss. Jeff Tshikhudo...