Allan Gray Quarterly Commentary

2012 Q1 Comments from the Chief Operating Officer

A nominal interest rate is the rate you pay or receive before taking inflation into account. This is the rate you see quoted on money market funds and...

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2012 Q1

Insights category - companies

Insurance: better than you think

By Duncan Artus and Leonard Krüger on 31 Mar 2012

Reading time: 7 mins

We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...

Insights categories - Offshore investing

High correlations present challenges

By Seema Dala and Chris du Toit on 31 Mar 2012

Reading time: 8 mins

Actively managed funds, including the Orbis Global Equity Fund, have struggled to outperform the market over the past year. Actively managed funds are able t...

Insights categories - Personal investing

Online: your service channel of choice?

By Shabnam Osman on 31 Mar 2012

Reading time: 6 mins

South Africa has seen a surge of internet users recently, with the number doubling over the last two years, and the current count standing at around 6.5...

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