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Articles tagged as "Rand"

Insights categories - Local investing

Investment update: Is it time to reduce SA share exposure?

By Tim Acker on 09 Jul 2021

Viewing time: 1 min

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...

Insights categories - Markets and economy

Q&A with portfolio managers from Allan Gray and Orbis 2021

By Tamryn Lamb on 26 May 2021

Reading time: 1 min

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...

Insights categories - Markets and economy

Global recovery underway

By Sandy McGregor on 30 Apr 2021

Reading time: 2 mins

The world is recovering from the pandemic and 2021 should see strong global economic growth. The epicentre of the recovery is now the United States, where th...

Insights categories - Markets and economy

Global recovery underway

By Sandy McGregor on 30 Apr 2021

Reading time: 2 mins

The world is recovering from the pandemic and 2021 should see strong global economic growth. The epicentre of the recovery is now the United States, where th...

Insights categories - Markets and economy

COVID-19: Portfolio, economic and investment update

By Duncan Artus on 01 Jun 2020

Reading time: 1 min

During February and March, we were active in both the local equity and fixed income markets. This activity reduced during April and May, as we believed the...

Insights categories - Markets and economy

Q&A with Allan Gray and Orbis: Investing beyond COVID-19

By Tamryn Lamb on 26 May 2020

Reading time: 1 min

While financial market volatility as a result of COVID-19 is expected to continue over the short term, the investment teams at Allan Gray and Orbis are focus...

Insights categories - Local investing

Negativity can often present opportunity

By Duncan Artus on 23 Oct 2019

Reading time: 5 mins

With doom and gloom pervading locally, and the world economy slowing, you may be feeling like the safest place for your money is under your mattress. This is...

Insights categories - Markets and economy

Economic update: A state of stagnation

By Sandy McGregor on 11 Oct 2019

Reading time: 2 mins

Global economic conditions continue to deteriorate but so far, no major economy has entered a recession. Business conditions in Europe and Japan are best...

Insights categories - Markets and economy

Making sense of the rand

By Linda Kallis on 10 Oct 2019

Reading time: 9 mins

Like other emerging market currencies, the rand has seen periods of prolonged fluctuation since September 2018 but has remained relatively stable over time....

Insights categories - Markets and economy

Global business conditions deteriorate

By Sandy McGregor on 12 Jul 2019

Reading time: 2 mins

Negative news about the global economy persists. Purchasing manager indices continue to signal a widespread deterioration in business conditions. Even in the...

Insights categories - Offshore investing

What is a good offshore strategy?

By Dan Brocklebank and Tamryn Lamb on 23 Oct 2018

Viewing time: 1 min

Novice and experienced investors often ask the same question time and again: When is the best time to invest offshore?

Insights categories - Offshore investing

Adopt a global mind-set for long-term investment success

By Tamryn Lamb and Earl Van Zyl on 15 Jun 2018

Reading time: 6 mins

South African investors are fixated on the rand exchange rate, so much so that our currency movements act as a barometer of our nation’s mood: when the rand ...

Insights categories - Local investing

Equity Fund update: Reversal of fortunes for domestically orientated sectors

By Simon Raubenheimer on 19 Jan 2018

Reading time: 3 mins

For most of 2017, domestically orientated sectors fared poorly against the FTSE/ JSE All Share Index (ALSI). However, the last few weeks of the year saw a...

Insights categories - Markets and economy

SA economy in the doldrums as the rest of the world picks up

By Sandy McGregor on 14 Jul 2017

Reading time: 2 mins

Since January, domestic demand in South Africa has been very weak, the clearest evidence of which has been poor retail sales. The consumer is no longer in a...

Insights categories - Offshore investing

Should you invest offshore at R15/US$?

By Tamryn Lamb on 01 Aug 2016

Viewing time: 1 min

It is exceptionally difficult to decide when is the best time to invest offshore based on news headlines. If you want to get more for what you pay, investing...

Insights categories - Markets and economy

How to think about the rand when making investment decisions

By Andrew Lapping on 18 Jul 2016

Viewing time: 1 min

Over the last few years we have been concerned about the strength of the rand and our portfolios have been positioned for currency weakness. One of our...

Insights categories - Markets and economy

The economic consequences of political decisions

By Sandy McGregor on 06 Jul 2016

Reading time: 2 mins

The vote by the British electorate in support of leaving the European Union (EU) took markets by surprise. The immediate impact was a strengthening of the US...

Insights categories - Offshore investing

Broaden your horizons with offshore investments

By Tamryn Lamb on 14 Jun 2016

Reading time: 4 mins

It is natural to feel uneasy about your finances during times of uncertainty. However, one should be wary of making decisions based on short-term events. The...

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