Articles tagged as "Diversification"
Beyond our borders: A case for investing offshore
Investing offshore should always form part of your long-term diversification strategy. South Africa comprises about 0.3% of the world’s market capitalisation...
Are low-equity funds relevant in today’s investment universe?
Low-equity unit trusts provide cautious protection against a falling market. Martine Damonse, investment specialist in the ManCo Distribution team, discusses...
Teenagers, curfews & interest rates
As interest rates have risen, we have seen a collapse in the valuations of a range of profitless tech companies. More recently we have seen a crisis in the ...
Equities matter – even for a cautious investor
In recent years, we have witnessed investors on our platform moving their assets away from low-equity funds to funds that have little to no equity exposure...
Regime change and the rise of the stockpicker
Alec Cutler chats to Bloomberg’s Merryn Somerset Webb about the impact of central bank and government intervention, the future of inflation and why being a...
The evolving role of balanced funds
Tamryn Lamb looks at the important role balanced funds have played in your portfolio over time, the returns they have generated and the variability of these...
Solving the diversification dilemma
"Don’t put all your eggs in one basket" is a phrase familiar to many of us, and when it comes to investing and minimising risk, it is quite a sensible...
Should I invest 45% of my portfolio offshore?
In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...
Habits that set successful investors apart
When investing, sometimes the best course of action is to do nothing. Having the ability to block out the noise, and look through the cycle, are some of the...
Your questions answered
As you embark on your investing journey, you’re likely to have a number of unanswered questions. In the final instalment of our 6-part Personal investing 101...
How to invest in challenging times
A braai over the weekend inevitably reminds us of the significant challenges our country faces – there is lots of negative news to talk about.
Is your portfolio overly concentrated?
South Africa has a relatively small equities market with a handful of dominant shares, spread across a few sectors, which are available to invest in. This...
Take charge of your finance this Women's month
A man is not a financial plan and women today are becoming more aware of the fact that they must take ownership of their finances. August is Women’s month, s...
Equity opportunities down under
Last quarter, Seema Dala wrote about the importance of diversifying your portfolios by investing offshore. Australia is definitely offshore from South Africa...
Investing offshore to reduce portfolio risk
Five years on from the start of the Global Financial Crisis, as economic uncertainty continues across the world, investors remain sceptical about exposing...
Message from our Top 10 equity holdings
Investors frequently ask us whether or not our choice of shares reveals a particular theme or ‘story’. Investors are also curious as to how we alter our...
The Allan Gray Investment Platform: high quality service with simple, transparent fund choice
Objectives for investing change throughout our lives, from buying a car or house, to longer-term goals, such as saving for our children's education and our...
The benefits and pitfalls of foreign diversification
Most South African investors looking to diversify will choose to include offshore assets in their portfolio. The trick is to select the right combination of...
