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Insights categories - Markets and economy

African markets outperform after a period of sluggish returns

By Rami Hajjar on 14 Oct 2025

Reading time: 3 mins

Despite rising geopolitical tension, African equity markets have rewarded investors this year. Portfolio manager Rami Hajjar explains the drivers of the rece...

Insights categories - Markets and economy

Central banks face a rates conundrum

By Thalia Petousis on 13 Oct 2025

Reading time: 3 mins

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...

Insights categories - Local investing

Stable Fund: Strong markets provide a welcome boost

By Sean Munsie on 10 Oct 2025

Reading time: 2 mins

In the wake of markets recording new record highs, portfolio manager Sean Munsie discusses the performance and positioning of the Allan Gray Stable Fund.

Insights categories - Local investing

Equity Fund: Key markets record new highs

By Duncan Artus on 10 Oct 2025

Reading time: 2 mins

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...

Insights categories - Local investing

Equity Fund: Key markets record new highs

By Duncan Artus on 10 Oct 2025

Reading time: 2 mins

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...

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Cybersecurity and the impact on retirement savers and their administrators

By Craig Sales on 23 Sep 2025

Viewing time: 51 mins

The Financial Sector Conduct Authority (FSCA) in conjunction with the Prudential Authority (PA) published the Joint Standard 2 of 2024, titled “Cybersecurity...

Insights categories - Retirement

Group risk: Where are we today and where to next?

By Ielyaas Gamiet on 23 Sep 2025

Viewing time: 53 mins

The group risk insurance landscape has evolved significantly in recent years, influenced by both global events and local developments. Ielyaas Gamiet, manage...

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