Mahesh Cooper - Allan Gray

2024 Q1 Comments from the Chief Operating Officer

It is hard to ignore the rand and its movements relative to global currencies. Its performance seems linked to our national psyche, and it is one lens...

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2024 Q1

Insights category - companies

Disney: The value of strong intellectual property in a changing world

By Duncan Artus and Siphesihle Zwane on 02 May 2024

Reading time: 12 mins

Since March 2022, local unit trusts have been able to allocate up to 45% of their portfolios anywhere outside South Africa. The increase in offshore limits i...

Insights categories - Markets and economy

The trillion-dollar endgame

By Thalia Petousis on 02 May 2024

Reading time: 13 mins

The US government has dug itself into a debt hole. With spending being its go-to solution for most problems, it is unclear how the situation will be resolved...

Insights categories - Offshore investing

US opportunities with a good prognosis: UnitedHealth and Elevance Health

By Povilas Dapkevicius and Matteo Sbalzarini on 02 May 2024

Reading time: 11 mins

While the US stock market represents about 70% of the FTSE World and MSCI World indices, just half of the Orbis Global Equity Fund is invested in American...

Insights categories - Offshore investing

Beyond our borders: A case for investing offshore

By Horacia Naidoo-McCarthy on 02 May 2024

Reading time: 13 mins

Investing offshore should always form part of your long-term diversification strategy. South Africa comprises about 0.3% of the world’s market capitalisation...

Insights categories - Offshore investing

How to invest offshore with Allan Gray – and allow for the transfer of wealth

By Julie Campbell on 02 May 2024

Reading time: 11 mins

Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...

Insights categories - Retirement

The two-pot system simplified (updated)

By Jaya Leibowitz on 08 Jul 2024

Reading time: 7 mins

South Africa’s retirement savings system is changing, with the implementation date of the new system currently set for 1 September 2024 – although go-live...

Insights categories - Personal investing

The power of perspective in an election year

By Marise Bester on 02 May 2024

Reading time: 10 mins

Many local investors are understandably worried about what the future holds and how the election may affect their wealth. Keeping perspective throughout your...

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