Articles tagged as "Markets and economy"
Why behaviour shapes long-term investment success more than performance
In a keynote address delivered at the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Dr Daniel Crosby, behavioural finance expert and author,...
Taking advantage of opportunities in the fixed interest and income universe
Evolving macroeconomic drivers such as interest rate expectations, inflation frameworks and rising fiscal pressures locally and globally are having a materia...
Don’t just stand there
At the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Mark Dunley-Owen, portfolio manager at our offshore partner, Orbis, shared updates on th...
Why should emerging and frontier markets be considered within a diversified portfolio?
Emerging and frontier markets are often grouped together, yet they differ meaningfully in investment characteristics and the respective roles they play in...
Are you swimming in the right water?
For decades, global markets revolved around export-led growth and the gravitational pull of US assets. Now the currents are changing. Graeme Forster, portfol...
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...
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...
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...
