Articles tagged as "global financial crisis"
Developed market government borrowing costs are at a 20-year flashpoint
Developed market bonds are trading near their yield highs, or price lows, last seen 15 to 20 years ago. While inflation is partly to blame, another factor is...
Orbis Global Balanced: The value of patient research
Drawing on the Orbis Global Balanced Fund's long-standing investment in the Irish banks, Alec Cutler from our offshore partner, Orbis, illustrates how...
How to be a little less wrong – with James Aitken
When it comes to investing, marginal improvements can make a significant difference to investment returns over time. In conversation with Allan Gray’s chief...
Investment update: How to invest in a changing world
At Allan Gray we are bottom-up investors, but we want to be on the right side of long-term trends, particularly at secular turning points. During the recent...
How to invest in an inflationary, energy-short and increasingly divided world
At Allan Gray, we are bottom-up investors, but we want to be on the right side of long-term trends, particularly at secular turning points. One way is to...
