Articles tagged as "ALSI"
Managing risk in bullish markets
At Allan Gray, we base investment decisions on our assessment of the long-term economics of each underlying business and the risk of permanent capital loss....
Long-term investing in a short-term world
A long-term mindset is essential to successful investing, but staying invested through difficult periods is not always easy. Investors do not only experience...
Balanced Fund: Building quality through market volatility
In this fund commentary, Duncan Artus discusses how the Allan Gray Balanced Fund has navigated a period of heightened market volatility and increasingly...
AB InBev: Catching up over a beer
Jithen Pillay outlines the reasons behind the relative underperformance of Anheuser-Busch InBev (ABI), implications for the company’s prospects, and our late...
The ALSI’s evolution in a changing economy
Recent changes in the composition of the FTSE/JSE All Share Index (ALSI) have sharply reduced the dominance of global giants and boosted the influence of loc...
Interrogating the opportunity in South Africa
Market dislocations in the wake of the COVID-19 pandemic have presented attractive opportunities for investors. The JSE is a good case in point. Presenting...
Positioning our portfolios for growth beyond COVID-19
The speed at which the financial market swings from despair to elation is astounding. The past few months have seen no shortage of mood swings as investors...
A matter of index
When evaluating an investment, performance is often top of mind for would-be investors. The next consideration should be how well the investment stacks up...
Is your portfolio overly concentrated?
South Africa has a relatively small equities market with a handful of dominant shares, spread across a few sectors, which are available to invest in. This...
