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Articles tagged as "Eskom"

Insights categories - Markets and economy

Eskom: Are brighter days ahead?

By Raine Adams on 01 Feb 2024

Reading time: 16 mins

What does 2024 have in store for loadshedding? Raine Adams investigates whether there is any light at the end of the dark tunnel.

Insights categories - Markets and economy

Geopolitical and fiscal pressures mount as a major global election year kicks off

By Thalia Petousis on 22 Jan 2024

Reading time: 8 mins

The market seemed determined to end 2023 on a hopeful note, unwinding the intra-year losses in global stock and bond indices. The rationale rests in the eage...

Insights categories - ESG

ESG commitments 2022-2025: Tracking our progress

By Raine Adams on 14 Jun 2023

Reading time: 10 mins

While we often speak about the value of engaging with the companies we invest in on behalf of our clients in private, we also recognise the need for public...

Insights categories - ESG

Taking stock of our stewardship efforts

By Duncan Artus on 06 Jun 2023

Reading time: 6 mins

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...

Insights categories - Markets and economy

Shedding dark on the issue of South Africa’s economic growth

By Thalia Petousis on 04 May 2023

Reading time: 12 mins

South African companies are reallocating billions of rands towards the extraordinary costs associated with loadshedding. Government’s prospects for debt...

Insights categories - Markets and economy

The new normal: What lies ahead?

By Thalia Petousis on 27 Mar 2023

Listening time: 1 min

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...

Insights categories - Markets and economy

The 2023 Budget: A crisis of credibility in the outer years of the forecast

By Thalia Petousis on 13 Feb 2023

Reading time: 5 mins

Thalia Petousis, portfolio manager at Allan Gray, shares her views on the challenges of putting together a credible national budget

Insights categories - Markets and economy

Massive market moves: How will they shape the years ahead?

By Tamryn Lamb on 09 Feb 2023

Listening time: 54 Mins

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...

Insights categories - Markets and economy

Global growth prospects continue to deteriorate

By Sandy McGregor on 02 Nov 2022

Reading time: 3 mins

During the past quarter inflation has remained elevated. In the US the latest print for August was 8.3%. In Europe it was 10.0% in September. Even though in...

Insights categories - Markets and economy

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

Listening time: 1 min

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

Insights categories - Markets and economy

Podcast: Can optimism rise from the inflationary ashes?

By Thalia Petousis on 25 Jul 2022

Listening time: 43 min

In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting th...

Insights categories - Investment insights

Podcast: How to think about investing in an energy-short and volatile world

By Tamryn Lamb on 08 Jun 2022

Listening time: 61 mins

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...

Insights categories - Retirement

Will prescribed assets be used as a policy tool?

By Sandy McGregor on 24 Aug 2020

Reading time: 7 mins

Reports that the government plans to compel pension funds to invest in state assets and projects have understandably caused alarm among investors, spurring...

Insights categories - Markets and economy

2020 Budget: Managing the wage bill and fixing Eskom's credibility

By Sandy McGregor on 21 Feb 2020

Reading time: 2 mins

The National Treasury faces formidable challenges in preparing the Budget for the 2020/21 fiscal year, which will be presented on 26 February. Projections...

Insights categories - Markets and economy

What can be done to improve South Africa’s prospects?

By Sandy McGregor on 28 Oct 2019

Reading time: 12 mins

When the National Treasury first published its Economic Policy Paper, there was widespread puzzlement as to why yet another such report was needed. It repeat...

Insights categories - Markets and economy

Global slowdown continues to take its toll

By Sandy McGregor on 26 Apr 2019

Reading time: 2 mins

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...


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