Articles tagged as "Markets and economy"
Tariffs: The stealth tax
On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....
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 money tells the story of humanity – with David McWilliams
Many investors focus on trying to figure out how new technologies might change the world so that they can identify and back the likely winners. But according...
Where investors fear to fish
High domestic inflation. Volatile currencies. Foreign languages. Domestic insider advantages. Different cultural, legal and governance practices. Unpredictab...
What can we learn from Fartcoin?
At the recent Allan Gray Fund Provider, Graeme Forster, portfolio manager at our offshore partner, Orbis, shared an update on the Orbis Global Equity Fund. I...
Could 2025 be the most consequential year in our lifetime?
In a keynote address at Allan Gray Fund Provider 2025, Irish economist David McWilliams discussed a range of global developments, such as the return of Trump...
Navigating South Africa’s post-election economy
Sentiment around South Africa’s prospects improved significantly in 2024, but there are still numerous, complex, structural challenges weighing on the countr...
Rethinking global inflation and rates after the 2024 super-election year
The introduction of the Allan Gray Income Fund in May 2024 has broadened Allan Gray’s offering, providing a more comprehensive selection of lower-risk...
In conversation with SARS Commissioner Edward Kieswetter
Speaking to financial journalist Alishia Seckam at the 2025 Allan Gray Fund Provider, SARS Commissioner Edward Kieswetter shared a range of views on pressing...
2025: Risk remains heightened around the world
Following a year that saw political regimes shift in many parts of the world, investors need to brace themselves for a period of elevated risk as geopolitica...
The bonfire of the incumbents
As we commented early in 2024, global dissatisfaction regarding inflation and harsh economic realities has coincided with the phenomenon of a spike in the...
