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Articles tagged as "BHP Billiton"

Insights categories - Local investing

Balanced Fund update: An improved opportunity set

By Andrew Lapping on 03 May 2019

Reading time: 4 mins

The poor sentiment towards equity markets at the end of 2018 reversed sharply in the first quarter of 2019, with the JSE appreciating 8% and the MSCI World...

Insights categories - ESG

Executive remuneration: Skin in the game

By Pieter Koornhof on 17 Oct 2018

Reading time: 9 mins

At Allan Gray, we think carefully about the executive remuneration policies of companies in which we invest our clients’ capital. Why is this a worthwhile...

Insights categories - Investment insights

How things change

By Andrew Lapping on 31 Dec 2015

Reading time: 13 mins

Global mining businesses have had a remarkable fall from grace over the past 18 months. Talk has moved from a 20-year supercycle and commodity shortages to...

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