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Articles tagged as "Risk"

Managing risk through our investment process

By Nathan Wridgway on 10 Jul 2019

Our primary objective is to build long-term wealth for our clients. To do this, we balance investment performance with the risk incurred in generating this...

Is a money market fund right for you right now?

By Earl van Zyl on 05 Apr 2019

Money market unit trusts have become popular as they appear to provide a safe, secure and reliable haven for your investments. During times with extreme...

Orbis: How to balance risk and return in the current environment

By Alec Cutler on 30 Jun 2018

As we look at opportunities around the world, one thing seems clear – it is no time to be a hero. According to Alec Cutler, from our offshore partner, Orbis,...

Cloudy crystal ball

By Alec Cutler on 18 Jun 2018

Two years ago, our crystal ball was cloudy. Shares and commodity prices suffered a rout in early 2016, and markets were concerned that economies around the...

Allan Gray-Orbis Global Fund of Funds update: Balancing risk and return

By Alec Cutler and Ashley Lynn on 22 May 2018

A large portion of the Allan Gray Orbis Global Fund of Funds (the Fund) is invested in the Orbis Global Balanced Fund. But what is a “balanced fund”? The...

Thinking about your view of risk

By Rob Formby on 19 Apr 2018

Our primary concern as an investment manager is creating wealth for clients. To do this, we need to balance investment performance for clients with the risk...

How to achieve a sustainable retirement income

By Shaun Duddy on 23 Nov 2017

Shaun Duddy discusses how to meet and manage risks while drawing a stable income in retirement. He explains why investing at least 50% in growth assets is a...

Is now the time to invest?

By Todd Buchholz and Andrew Lapping on 12 Oct 2017

Is it time to put your money under the mattress or is it time to invest? Watch this 7-min clip with Andrew Lapping, our chief investment officer, and Todd...

How to be a discerning investor

By Andrew Lapping on 25 Aug 2017

Negative sentiment and lower expectations for future growth are sending investors scurrying...

Striking a balance

By Claudia Del Fante and Radhesen Naidoo on 20 Jul 2017

Where many investors define risk as the volatility of returns, or the risk of looking different, our focus is always on avoiding permanent loss of capital...

How much risk can you take?

By Leonard Krüger on 30 Jun 2017

Risks are elevated in the current environment. This means you should think about how much risk you are prepared to take on...

Why the classic 60/40 is dangerous

By Matthew Spencer on 19 Jun 2017

Sixty percent equities and forty percent bonds has become such a standard for “moderate risk” that any other allocation raises eyebrows...

How to resist the lure of the herd

By Leonard Krüger on 15 Jun 2017

While humans take comfort in mimicking the behaviour of one another – we would rather be wrong in the company of many...

Stable Fund update: Finding value in SA equities

By Mark Dunley-Owen on 28 Apr 2017

South Africa has a history of political uncertainty. The 15 months since the removal of Nhlanhla Nene as finance minister in December 2015 have been a stark...

Pursuing long-term returns without simply reaching for risk

By Ben Preston and Maurits Ovaa on 30 Sep 2016

Ben Preston and Maurits Ovaa explain why Orbis believes minimising losses is arguably more important than maximising gains at a time when many stock markets ...

The upside to downside protection

By Shaun Duddy on 30 Jun 2015

Warren Buffet famously said that there are two rules when investing, 'Rule No.1: Never lose money, Rule No.2: Never forget rule No.1.' Shaun Duddy discusses...

The theory of risk and return

By Wanita Isaacs on 31 Dec 2014

Wanita Isaacs offers some insights into how you can think about risk in your investment process. Efficient market theory holds that there is a direct...

Understand the impact of inflation

By Thandi Ngwane on 30 Sep 2014

There are different types of investment risks, some more obvious than others. One risk that people often forget about is the risk that their invested money...

Are your investment goals, products and expectations suitably aligned?

By Jeanette Marais on 01 Aug 2014

Our investment goals depend on our personal priorities in life and there is no generic set of goals that applies to everyone, and no set timeline for achievi...

Do not confuse stability with safety

By Ben Preston on 30 Jun 2013

According to Ben Preston, from our offshore partner Orbis, Orbis and Allan Gray's strict adherence to our bottom-up research process keeps us focused on...

Not the time to relax risk appetite

By Ian Liddle on 28 Jan 2013

In his 1988 annual letter to shareholders, Warren Buffett wrote: ‘We have no idea how long the excesses will last, nor do we know what will change the...

Make financial planning a priority in 2013

By Jeanette Marais on 10 Dec 2012

Research from the US1 shows that financial planning is a critical factor separating those who are on track to meet their financial goals and those who are...

Make sustainability a priority when planning your retirement income

By Richard Carter on 29 Oct 2012

Over the last 20 years pension funds have increasingly passed the responsibility for generating income after retirement on to retirees and insurers, rather...

Planning for income post retirement

By Richard Carter on 30 Sep 2012

If you are knocking at 60's door and fall into the small minority of South Africans who have saved enough to retire comfortably, you may be planning your...

A balancing act

By Rob Formby on 27 Sep 2012

We have written at length about the perils of switching and trying to time the market, noting how investor behaviour plays an important role in investor...

Facelift for Allan Gray fund factsheets

By Henk Pieterse on 10 Aug 2011

We have redesigned our fund factsheets as the first phase of a review of the fund information we provide in all of our documentation and on our website...

Japan: economic pessimism creates buying opportunities

By Trevor Black and Ben Preston on 30 Jun 2011

As bottom-up stock pickers, we believe that great investment opportunities can be found in even the most challenging conditions. Japan is a perfect example....

The risk that matters

By Delphine Govender on 30 Jun 2011

Discussions about investing are incomplete without including the topic of risk. Delphine Govender elaborates, focusing on the most important risk in investin...

Questions for personal investing

By Rob Formby on 31 Mar 2011

Rob Formby suggests five questions you may want to ask regarding your personal investments. Every person's situation is unique, so the list is not exhaustive...

What safeguards are in place to protect your individual investments?

By Taryn Hirsch on 30 Sep 2010

At Allan Gray we believe that a critical part of your investment decision is arming yourself with full knowledge of the risks you will be exposed to. There i...

Tough to be different

By Jonathan Brodie and Trevor Black on 31 Dec 2009

In the Q2 Quarterly Commentary, Jonathan Brodie and Trevor Black of Orbis discussed the fact that long-term outperformance requires a partnership between the...

The benefits and pitfalls of foreign diversification

By Chris du Toit on 30 Sep 2009

Most South African investors looking to diversify will choose to include offshore assets in their portfolio. The trick is to select the right combination of...

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