Allan Gray Quarterly Commentary

2016 Q1 Comments from the Chief Operating Officer

With political volatility at home, uncertain economic prospects in China and potential changes to the monetary policy momentum in the US, South African...

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2016 Q1

Insights category - companies

South African Banks: Do valuations support the risks?

By Mark Dunley-Owen on 31 Mar 2016

Reading time: 9 mins

There has been much volatility in the banking sector over the last few months: Barclays is exiting Africa, Old Mutual may be selling its stake in Nedbank,...

Insights category - companies

Top quality

By Jacques Plaut on 31 Mar 2016

Reading time: 8 mins

Richemont is one of the world’s top luxury goods companies. It sells watches, jewellery, pens, clothes, and even guns. Its most well-known brand is Cartier....

Insights categories - ESG

Actively adding value

By Grant Pitt and Pieter Koornhof on 31 Mar 2016

Reading time: 8 mins

The trend towards passive management – where investment managers track market indices rather than pick individual stocks – has caused some to question the...

Insights categories - Offshore investing

Playing a loser's game

By William Gray on 31 Mar 2016

Reading time: 7 mins

The loser’s game isn’t especially fun to play, but it is a winning strategy for those who have the discipline and the patience for it. William Gray, from our...

Insights categories - Retirement

How to save for a comfortable retirement

By Wanita Isaacs on 31 Mar 2016

Reading time: 7 mins

How much is enough to save for a comfortable retirement? Wanita Isaacs unpacks the concepts of ‘enough’ and ‘comfortable’ in the context of this distant,...

Insights categories - Personal investing

What happens when I die?

By Thandi Ngwane on 31 Mar 2016

Reading time: 9 mins

Thinking about death is uncomfortable. But, trying to rebuild your life after the death of a loved one and dealing with questions of money is a stress that...

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