Allan Gray Quarterly Commentary

2011 Q1 Comments from the Chief Operating Officer

There are a few ways in which we can reduce short-term risk in a portfolio and not all of these require that there is a matching dilution in long-term...

Read more

2011 Q1

Insights categories - Markets and economy

The long-term outlook for the South African bond market

By Andrew Lapping on 31 Mar 2011

Reading time: 9 mins

As a bond investor you need to ask yourself two questions: are your inflation expectations reasonable, and will the potential real return be sufficient? Andr...

Insights categories - Markets and economy

China's Malthusian challenge

By Sandy McGregor on 31 Mar 2011

Reading time: 9 mins

Two years since the global financial crisis and commodity prices are back at the record levels of June 2008. This growth has been about five years quicker th...

Insights categories - Personal investing

The offshore conundrum

By Chris du Toit on 31 Mar 2011

Reading time: 6 mins

A question often asked of us is: 'How much should I invest offshore?' This question has a different answer for each person. Another, perhaps more important,...

Insights categories - Retirement

Living annuities for life

By Richard Carter on 31 Mar 2011

Reading time: 8 mins

Living annuities need to provide an income stream for life. This means that the asset allocation in your living annuity investment should be aimed both at...

Insights categories - Personal investing

Questions for personal investing

By Rob Formby on 31 Mar 2011

Reading time: 11 mins

Rob Formby suggests five questions you may want to ask regarding your personal investments. Every person's situation is unique, so the list is not exhaustive...

Categories

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.