Articles tagged as "Eskom"
Shifting sentiment highlights the importance of careful stock selection
In this commentary, written on 31 March 2025, portfolio manager Tim Acker discusses the performance and positioning of the Allan Gray Equity Fund during the...
2025 GNU Budget (round 2): Prioritising sustainable growth in uncertain times
After the false start of 19 February, the 2025 Budget was tabled by Finance Minister Enoch Godongwana on 12 March. The main tax policy proposals announced...
How the great election year has shaped financial markets
Global elections have been a dominant force this year, with sentiment around polling and election results driving volatility in many markets.
Advocating for shareholder rights since 1973
Operating for five decades is a significant milestone for any business and it has provided us with a meaningful opportunity to reflect on the history of our...
Taking stock of our stewardship efforts
At Allan Gray, we aim to be a great asset manager that integrates ESG well in our approach and decision-making, rather than an ESG-focused company that manag...
The new normal: What lies ahead?
In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis and Sandy McGregor reflect on a range of macroeconomic issues as they...
The 2023 Budget: A crisis of credibility in the outer years of the forecast
Thalia Petousis, portfolio manager at Allan Gray, shares her views on the challenges of putting together a credible national budget
Massive market moves: How will they shape the years ahead?
In the latest episode of The Allan Gray Podcast, chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a...
Podcast: How to think about investing in an energy-short and volatile world
From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigati...
Will prescribed assets be used as a policy tool?
Reports that the government plans to compel pension funds to invest in state assets and projects have understandably caused alarm among investors, spurring...
2020 Budget: Managing the wage bill and fixing Eskom's credibility
The National Treasury faces formidable challenges in preparing the Budget for the 2020/21 fiscal year, which will be presented on 26 February. Projections...
Global slowdown continues to take its toll
The synchronous global slowdown, which commenced in the last quarter of 2018, continues to take its toll. While Europe is not in recession, it has returned t...
