Articles tagged as "FTSE/JSE All Share Index"
Changing offshore investment limits: A solution looking for a problem
First published on 25 September 2026 and updated for the period ended 30 September 2026. South Africa’s investment shortfall does not stem from a lack of...
The overlooked side of long-term compounding
In long-term investing, compounding enables you to earn returns on returns already generated. Given enough time, this can have a powerful effect on wealth...
Managing risk in bullish markets
We base investment decisions on our assessment of the long-term economics of each underlying business and the risk of permanent capital loss. Jeff Tshikhudo...
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...
Equity Fund: Finding value beyond precious metals
A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...
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...
