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Insights categories - Personal investing

2024 Budget: Walking a tightrope

By Carla Rossouw on 21 Feb 2024

Reading time: 7 mins

The stage was set for a much-anticipated 2024 Budget speech during an election year. 

Insights categories - Markets and economy

The 2023 Budget: A crisis of credibility in the outer years of the forecast

By Thalia Petousis on 13 Feb 2023

Reading time: 5 mins

Thalia Petousis, portfolio manager at Allan Gray, shares her views on the challenges of putting together a credible national budget

Insights categories - Markets and economy

Food price inflation: Are we watching “That ‘70s Show”?

By Thalia Petousis on 12 May 2022

Reading time: 7 mins

Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a...

Insights categories - Markets and economy

The long road to debt reform: SA’s Budget underwhelms bond investors

By Thalia Petousis on 24 Feb 2022

Reading time: 3 mins

Despite the positivity priced into the Budget from the much-publicised tax revenue overruns, the outcome has positively underwhelmed South African bond...

Insights categories - Personal investing

A responsible Budget signalling optimism

By Carla Rossouw on 23 Feb 2022

Reading time: 4 mins

The high cost of living, fuelled by rising inflation, significant fuel price increases and a series of interest rate hikes (which are likely set to continue)...

Insights categories - Personal investing

Personal finance lessons from Squid Game

By Cedrick Pila on 03 Dec 2021

Reading time: 8 mins

Netflix’s smash hit show Squid Game may not be for everyone due to its shock factor and gruesome violence, but it is a relatable story that hits close to hom...

Insights categories - Personal investing

Are you sitting on savings you could be investing?

By Nomi Bodlani on 30 Oct 2020

Reading time: 5 mins

The COVID-19 pandemic has affected people's finances in very different ways. While it has highlighted the need for emergency savings as a buffer against toug...

Insights categories - Markets and economy

The dangers of printing money

By Sandy McGregor on 16 Oct 2020

Reading time: 14 mins

Modern Monetary Theory, or MMT as it is often called, is a new term for an old idea. Its proponents argue that a state which issues fiat money does not have ...

Insights categories - Personal investing

Looking at the woman in the mirror

By Noluyolo Betela on 19 Aug 2020

Viewing time: 1 hr 3 mins 35 seconds

The current pandemic may have thrown things out of kilter, but it has also provided us with an opportunity to reflect on all the aspects of our lives,...

Insights categories - Markets and economy

The world after the COVID-19 pandemic

By Sandy McGregor on 23 Apr 2020

Reading time: 11 mins

We are witnessing a global economic collapse without precedent in modern times. As investors we must think about what the world will look like when the...

Insights categories - Local investing

The end of the free lunch

By Mark Dunley-Owen on 17 Apr 2020

Reading time: 4 mins

There is no such thing as a free lunch. Yet recent times have provided South African savers with something close to this, as risk-free returns from money...

Insights categories - Personal investing

Are you financially resilient?

By Mthobisi Mthimkhulu on 23 Oct 2019

Reading time: 9 mins

Most of us know what it means to build resilience in the context of health and wellness: eat healthily, exercise regularly, get enough sleep and manage stres...

Insights categories - Markets and economy

Broadened horizons, local learnings

By Nick Ndiritu and Leonard Krüger on 22 Oct 2019

Reading time: 7 mins

Leonard Krüger and Nick Ndiritu look at how we have tailored our investment philosophy and process to invest in Frontier Africa markets. They discuss lessons...

Insights categories - Personal investing

Spring is here, it’s time to spring clean your finances

By Lettie Mzwinila on 25 Sep 2019

Reading time: 4 mins

The year is flying by, but don’t let it pass without taking stock of your financial decisions, writes Lettie Mzwinila.

Insights categories - Personal investing

PART 1: Why you should invest

By Mthobisi Mthimkhulu on 18 Sep 2017

Reading time: 6 mins

There are many reasons to invest. Start now: small sacrifices today can make a big difference over the long term...

Insights categories - Markets and economy

Investing in Africa’s debt markets

By Nick Ndiritu on 30 Sep 2016

Reading time: 8 mins

Patient capital dedicated to Africa’s capital markets is scarce, especially during economic or political downturns. Nick Ndiritu explains how long-term...

Insights category - companies

Money for everyone

By Jacques Plaut on 30 Sep 2011

Reading time: 7 mins

Microlending has a history that can be traced back to 3 000 BC. Throughout this period people have shown a tendency to become over-indebted, and when this...

Insights categories - Markets and economy

The long-term outlook for the South African bond market

By Andrew Lapping on 31 Mar 2011

Reading time: 9 mins

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...

Insights categories - Markets and economy

Deflation

By Sandy McGregor on 30 Sep 2010

Reading time: 8 mins

It seems the world may divide into two distinct camps: the mature economies gripped by deflation and stagnation, and the emerging markets, which continue to...

Insights categories - Markets and economy

Another view

By Duncan Artus on 31 Dec 2009

Reading time: 7 mins

Governments around the world are engaged in significant fiscal and monetary stimulus. But there is some doubt about whether their efforts will improve the re...

Insights categories - Markets and economy

The triumph of the markets

By Sandy McGregor on 31 Dec 2009

Reading time: 8 mins

It is the nature of markets to reward success and eliminate what is unsustainable. During the past year we have seen a dramatic manifestation of this process...

Insights category - companies

South African banks - Not just a bad debt story

By Jacques Plaut on 30 Sep 2009

Reading time: 7 mins

Record-high bad debts are currently weighing on the banking sector. Typically, an industry experiencing depressed profits due to cyclical factors is a good...

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