Articles tagged as "bonds"
Demystifying Africa’s debt markets
Investors seeking diversification outside of South Africa can easily overlook the investment opportunities in other African markets. It is tempting to start ...
Stable Fund update: Justifying a higher net equity weighting in challenging times
Local inflation and interest rates have peaked in the current cycle and South Africa had its first interest rate cut in five years during the quarter. While...
Should you have bonds in your portfolio?
Bonds are boring, or so the saying goes. A better interpretation is that bond returns are less volatile than equity returns, most of the time...
Global perspective: Do value shares deserve to be this cheap?
The Orbis Global Balanced Fund aims to balance capital appreciation and income generation with the associated risk of its investments. These objectives...
Investing in Africa’s debt markets
Patient capital dedicated to Africa’s capital markets is scarce, especially during economic or political downturns. Nick Ndiritu explains how long-term...
XPO Logistics: Diversification through owning both shares and bonds
Forming contrarian views about the intrinsic value of companies is the core of what we do. In the Orbis Global Balanced Fund, this fundamental company resear...
A tale of two crises
Greece and China have dominated financial headlines since March. With fear running high, we try to remain focused on the relationship between the price and...
What do low global bond yields mean for South African investors?
Adapted from the Chief Investment Officer’s comments, which will appear in the Allan Gray Unit Trust Annual Report, 2014. More than half of global government...
Do not confuse stability with safety
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...
The long-term outlook for the South African bond market
As a bond investor you need to ask yourself two questions: are your inflation expectations reasonable, and will the potential real return be sufficient? Andr...
