Articles tagged as "Fixed income"
How to be a little less wrong – with James Aitken
When it comes to investing, marginal improvements can make a significant difference to investment returns over time. In conversation with Allan Gray’s chief...
Orbis: Our perspective on developed market bond yields
Bonds are typically included in an investment portfolio to provide diversification and deliver yield. Developed market bonds are currently offering much lowe...
Investment update: Is it time to reduce SA share exposure?
The FTSE/JSE All Share Index (ALSI) is now significantly higher than it was before the pandemic – 21% up from the start of 2020. Is this a sign that it is ti...
Orbis: The great imbalance
At its heart investing is a balancing act. Balancing how much you stand to gain if things go well, with how much you could lose if things don't work out. Now...
Anaemic rate environment for money market funds
We have undoubtedly entered a difficult period for money market funds, with the overnight repo rate at its lowest in South Africa’s history. Meanwhile, other...
Easy monetary policy to remain a feature for the foreseeable future
When picking investments for a bond fund, it is important to consider what is going on in the economy, particularly GDP growth, the inflation trajectory and...
Do bonds offer opportunity in a post COVID-19 world?
As investors we must think about what the world will look like when the pandemic has passed, and what asset classes offer opportunity. Presenting via Zoom...
