SA listed property: The appeal of fixed assets in an uncertain world
In South Africa, listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade due to various factors, including the impact of COVID-19 on retail and office space demand.
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SA listed property: The appeal of fixed assets in an uncertain world
In South Africa, listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade due...
These habits could change the way you invest
A clear and disciplined mindset is a contributing factor to a successful investment journey. Tshimologo Maputla shares seven essential habits for investing,...
Tariffs: The stealth tax
On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....
Shifting sentiment highlights the importance of careful stock selection
In this commentary, written on 31 March 2025, portfolio manager Tim Acker discusses the performance and positioning of the Allan Gray Equity Fund during the...
Finding value in Southeast Asia’s frontier markets
Global investors continue to shy away from frontier markets in their numbers, leaving a number of undervalued, attractive ideas for those who are willing to ...
Defensively positioned to navigate challenges
The Allan Gray Stable Fund aims to preserve investors’ capital over any two-year period and deliver above-inflation returns over the long term. In light of t...
Earning more, taking home less: The hidden tax hike in this year’s Budget
For the second year in a row, Treasury has left personal income tax brackets and rebates unchanged – effectively handing South Africans a stealth tax in this...