Articles tagged as "Africa"
Africa market bond exposure: Understanding the risks and opportunities
Is it worth taking on a bit more risk to achieve potential return? Londa Nxumalo explains the relationship between risk and return in the fixed income contex...
COVID-19 and the Fourth Industrial Revolution
In the final instalment of a four-part webinar series, brought to you by the African Development Bank (AfDB) and Allan Gray, our panellists discuss the impac...
African institutional investors
In the third of a four-part webinar series, brought to you by the African Development Bank (AfDB) and Allan Gray, African institutional investors share their...
African sovereign and corporate listed bonds
In the second of a four-part webinar series, brought to you by the African Development Bank (AfDB) and Allan Gray, Celestin Rwabukumba, CEO of the Rwanda Sto...
Volatility in African securities: Evaluating risk and understanding the opportunities
In the first of a four-part webinar series, brought to you by the African Development Bank (AfDB) and Allan Gray, Dr Bartholomew Armah, of the UN Economic...
Broadened horizons, local learnings
Leonard Krüger and Nick Ndiritu look at how we have tailored our investment philosophy and process to invest in Frontier Africa markets. They discuss lessons...
Guarded optimism on new Zimbabwe dollar
This past quarter, Zimbabwe reintroduced its national currency, reviving bitter memories of the hyperinflation period before the infamous Zimbabwe dollar was...
Finding value in frontier African markets
Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing in...
Riding out volatility in African equity markets
Africa’s equity markets delivered disappointing returns in 2018. The MSCI Africa index was down -24%, while the MSCI Africa ex-SA index was down -13%. None o...
Value investing in Nigeria
Active managers in Africa and frontier markets have to counter the perceived higher-risk of investing in volatile markets prone to political and economic...
Nigeria: Finding opportunities where others fear to tread
Wow, that valuation changed quickly! A few years ago investors were very excited about investing in Africa outside of South Africa. People spoke of Africa...
Tough times for African equities
Most African equity markets had a difficult 2016, generating negative dollar returns. The worst performers were Egypt and Nigeria, which fell 47% and 41%...
Equity Fund update: Investing in the shade of unnerving political headlines
The year 2016 will be remembered by investors as one in which politics dominated the headlines. But what do we make of it all as investors trying to focus on...
Investing in Africa defies a simple narrative
Our Equity, Balanced and Stable Funds are allowed to invest up to 5% in Africa outside of South Africa. Some investors may choose to invest directly into...
Understanding the risk of loss in Africa ex-SA
A small percentage of the foreign component of our Balanced and Stable Funds is invested in Africa and investors looking for greater exposure to the region c...
The Allan Gray Africa Equity Fund celebrates 15 years
When the Allan Gray Africa Equity Fund (the Fund) was launched on 1 July 1998 it was the first unitised product in which Allan Gray Proprietary Limited was...
Africa's investable universe
We expect a change in prudential investment regulations to allow pension fund investors to invest up to 5% of their assets in Africa, in addition to other...
