Food price inflation: Are we watching “That ‘70s Show”?
Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a 50-basis point hike in US interest rates from record lows. Thalia Petousis, portfolio manager at Allan Gray, discusses what this may mean for South African investors in terms of inflation, bonds and more.
Latest articles
ESG: The fundamentals vs the fads
The rise of environmental, social and governance (ESG) considerations in asset management has resulted in a proliferation of new product offerings,...
Allan Gray appoints new chief operating officer
Allan Gray today announced the appointment of Mahesh Cooper as chief operating officer. Cooper will officially join on 3 May, taking over from Rob Formby, w...
What has gone wrong with Naspers?
For many years, Naspers was the star performer of the South African stock market. The onset of COVID-19 drove the Naspers and Tencent share prices to new...
Is there value in our investment style?
Understanding your investment manager’s style may give you a deeper appreciation of how they will perform in different circumstances, and therefore help you...
Orbis Global Balanced: Russia-Ukraine conflict accelerates market shifts
Russia’s invasion of Ukraine is a painful reminder that there is more to life than markets, and our concern goes out to the people suffering. As investors, o...
How SARS has changed tax for annuitants
The South African Revenue Service recently changed the way tax is calculated for living annuitants. Carrie Norden discusses the rationale behind this change...
Should I invest 45% of my portfolio offshore?
In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...