Gold in the age of fiscal dominance
With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central banks are increasingly caught in a delicate balancing act – controlling inflation, while also managing the burden of sovereign debt and excess liquidity. At the same time, the US dollar’s role as the world’s primary reserve currency is facing growing scrutiny. Amid this evolving environment, gold is reasserting itself as a trusted store of value.
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African markets outperform after a period of sluggish returns
Despite rising geopolitical tension, African equity markets have rewarded investors this year. Portfolio manager Rami Hajjar explains the drivers of the rece...
Central banks face a rates conundrum
From South Africa to the United States, monetary policy has been in the spotlight as central banks aim to achieve their objectives in challenging environment...
Stable Fund: Strong markets provide a welcome boost
In the wake of markets recording new record highs, portfolio manager Sean Munsie discusses the performance and positioning of the Allan Gray Stable Fund.
Equity Fund: Key markets record new highs
The Allan Gray Equity Fund has returned 22% year to date, ahead of its benchmark by 1%. On a long-term basis, the absolute level of real returns is above wha...
Equity Fund: Key markets record new highs
The Allan Gray Equity Fund has returned 22% year to date, ahead of its benchmark by 1%. On a long-term basis, the absolute level of real returns is above wha...
Cybersecurity and the impact on retirement savers and their administrators
The Financial Sector Conduct Authority (FSCA) in conjunction with the Prudential Authority (PA) published the Joint Standard 2 of 2024, titled “Cybersecurity...
Group risk: Where are we today and where to next?
The group risk insurance landscape has evolved significantly in recent years, influenced by both global events and local developments. Ielyaas Gamiet, manage...