Articles tagged as "local investing"
Taking advantage of opportunities in the fixed interest and income universe
Evolving macroeconomic drivers such as interest rate expectations, inflation frameworks and rising fiscal pressures locally and globally are having a materia...
Why behaviour shapes long-term investment success more than performance
In a keynote address delivered at the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Dr Daniel Crosby, behavioural finance expert and author,...
In conversation with chief investment officers
Markets have entered 2026 against the backdrop of an intricate mix of political uncertainty, shifting monetary policy and increasingly concentrated sources o...
Disconnect between economies and markets warrants caution
2025 was a great year to own South African financial assets despite mostly negative news headlines and lacklustre economic growth – a theme common among...
AMETFs: A new way to access the Allan Gray - Orbis rand-denominated offshore feeder strategies
There are three ways to access the Allan Gray - Orbis Global Equity and Global Balanced feeder strategies. Julie Campbell explains the avenues for investment...
Allan Gray Stable Fund: Celebrating a quarter of a century
The Allan Gray Stable Fund was launched in July 2000 and joins our two other flagship unit trusts to have crossed the quarter-century mark, the Allan Gray...
Looking beyond trade wars and extreme market chaos
Market participants would be forgiven for having developed a mild case of post-traumatic stress disorder over the last three months. The now infamous “Libera...
Shifting sentiment highlights the importance of careful stock selection
In this commentary, written on 31 March 2025, portfolio manager Tim Acker discusses the performance and positioning of the Allan Gray Equity Fund during the...
In safe hands with the Allan Gray Balanced Fund
The Allan Gray Balanced Fund launched in October of 1999 with a unit price of R10, offering retail investors access to a diversified, multi-asset class,...
Navigating South Africa’s post-election economy
Sentiment around South Africa’s prospects improved significantly in 2024, but there are still numerous, complex, structural challenges weighing on the countr...
Rethinking global inflation and rates after the 2024 super-election year
The introduction of the Allan Gray Income Fund in May 2024 has broadened Allan Gray’s offering, providing a more comprehensive selection of lower-risk...
How could a ratings downgrade affect investors?
Inundated with reports of failing state-owned enterprises and spiralling government debt, investors are understandably concerned ahead of South Africa’s 2020...
What can be done to improve South Africa’s prospects?
When the National Treasury first published its Economic Policy Paper, there was widespread puzzlement as to why yet another such report was needed. It repeat...
