Allan Gray Quarterly Commentary

2011 Q3 Comments from the Chief Operating Officer

In a 2008 global survey of trust run by Edelman, a consultancy, US and UK respondents rated banks at 70% and 46% respectively in answer to the question...

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2011 Q3

Insights categories - Markets and economy

An era of high global earnings

By Simon Raubenheimer on 30 Sep 2011

Reading time: 8 mins

Company profits are currently at historic highs, but we do not know with any certainty where they are headed. Although it is entirely possible for global and...

Insights category - companies

Money for everyone

By Jacques Plaut on 30 Sep 2011

Reading time: 7 mins

Microlending has a history that can be traced back to 3 000 BC. Throughout this period people have shown a tendency to become over-indebted, and when this...

Insights categories - Retirement

Do the more restrictive individual investment limits on RAs outweigh their tax benefits?

By Wanita Isaacs and Christo Terblanche on 30 Sep 2011

Reading time: 9 mins

Previously, retirement funds were considered an obvious choice for many investors due to the tax benefits they afforded. However, changes to Regulation 28 of...

Insights categories - Personal investing

Time flies

By Henk Pieterse on 30 Sep 2011

Reading time: 5 mins

The first half of our lives we spend wishing time would hurry up - life simply moves too slowly. The second half, however, we wish time would slow down; ever...

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