Articles tagged as "Exchange Rate"
The trend is your friend till it bends at the end
For some time we have been concerned about the sustainability and unbalanced nature of consumption growth in South Africa. I don’t believe you can consume,...
The offshore conundrum
A question often asked of us is: 'How much should I invest offshore?' This question has a different answer for each person. Another, perhaps more important,...
The long-term outlook for the South African bond market
As a bond investor you need to ask yourself two questions: are your inflation expectations reasonable, and will the potential real return be sufficient? Andr...
The Stable Fund completes a decade
The Allan Gray Stable Fund celebrated its 10-year anniversary on 1 July. This is a good time to reflect on how the Fund has performed over its first 10 years...
Welcoming the world to South Africa (but are they here to stay...?)
For most of the time since our first democratic election in 1994, foreign investors have been net buyers of companies listed on the JSE. They are now...
Launch of the Allan Gray-Orbis Global Optimal Fund of Funds
Allan Gray introduced its third rand-denominated offshore fund on 1 March 2010 bringing the total number of unit trusts to nine. The Allan Gray-Orbis Global...
