Articles tagged as "Sasol"
ESG commitments 2022-2025: Tracking our progress
While we often speak about the value of engaging with the companies we invest in on behalf of our clients in private, we also recognise the need for public...
How to invest for the possibility of higher inflation and interest rates
The probability that the world is moving into an environment of higher inflation is increasing. An inflationary environment requires investors to think...
Equity Fund update: Investing amid extreme price moves
The second quarter of 2020 saw further extreme moves in equities. An intraday price move of 20% is a rare event, especially for a large company. In the month...
Stewardship and Business Sustainability Reports
This is the fifth year that we have published our Stewardship Report, which outlines how we integrate environmental, social and governance (ESG) issues into...
Coronavirus: Taking stock of the state of the markets
The world is changing extremely fast. The global business shutdown is unlike anything seen outside wartime. It is impossible to know the length or depth of t...
How will current market conditions impact our portfolios?
The start of 2020 has been tumultuous as fears about the coronavirus have dominated the news and global markets. The resulting volatility has been compounded...
Making sense of current market conditions
The current market volatility is understandably causing investors much stress. Andrew Lapping examines the impact of coronavirus and the drop of the oil pric...
In pursuit of undervalued assets
The South African equity market returned 12% in 2019, after being saved at the death by December’s 3.3% return. However, this pales in comparison to the 28%...
Allan Gray Equity Fund's 20th Anniversary
If you had invested R1 000 in the Allan Gray Equity Fund when it was launched on 1 October 1998, it would be worth R56 572 today (at 30 September 2018). A...
Equity Fund update: Patience is key in investing
Despite the high price-to-earnings (PE) ratio of the FTSE/JSE All Share Index (ALSI), our bottom-up investment process is finding attractive opportunities th...
What is the sweet spot for the oil price?
In the face of an OPEC oil production cut, shale producer activity and US President Donald Trump proposing various far-reaching changes what can we expect fr...
Actively adding value
The trend towards passive management – where investment managers track market indices rather than pick individual stocks – has caused some to question the...
The story is in the stocks
Investors who give their money to professional managers to invest still wish to remain informed about what their managers are thinking and how therefore they...
