Articles tagged as "Rand"
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...
Q&A with portfolio managers from Allan Gray and Orbis 2021
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...
Global recovery underway
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...
COVID-19: Portfolio, economic and investment update
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...
Q&A with Allan Gray and Orbis: Investing beyond COVID-19
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...
Negativity can often present opportunity
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...
Economic update: A state of stagnation
Global economic conditions continue to deteriorate but so far, no major economy has entered a recession. Business conditions in Europe and Japan are best...
Making sense of the rand
Like other emerging market currencies, the rand has seen periods of prolonged fluctuation since September 2018 but has remained relatively stable over time....
Global business conditions deteriorate
Negative news about the global economy persists. Purchasing manager indices continue to signal a widespread deterioration in business conditions. Even in the...
What is a good offshore strategy?
Novice and experienced investors often ask the same question time and again: When is the best time to invest offshore?
Adopt a global mind-set for long-term investment success
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 ...
Equity Fund update: Reversal of fortunes for domestically orientated sectors
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...
SA economy in the doldrums as the rest of the world picks up
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...
Should you invest offshore at R15/US$?
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...
How to think about the rand when making investment decisions
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...
The economic consequences of political decisions
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...
Broaden your horizons with offshore investments
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...
