Articles tagged as "Fixed interest"
How we approach fixed interest
Aside from our dedicated local fixed interest funds, being the Allan Gray Money Market Fund and the Allan Gray Bond Fund, we also invest in fixed interest...
Allan Gray Stable Fund turns 20
Over the last two decades, the Allan Gray Stable Fund has built a solid track record through dynamic asset allocation, bottom-up stock-picking and mindful ri...
Q&A: Understanding the economic context in which we must invest
As investors, we must understand the economic consequences of COVID-19 and the impact on different asset classes. Grant Pitt, joint head of Institutional...
The monetary and fiscal response to the COVID-19 crisis
The Coronavirus pandemic has caused a massive disruption of global economic activity without peacetime precedent. In a presentation via Zoom webinar, Sandy...
Investing during lockdown and beyond
Sometimes in investing, the best thing to do is nothing. In a presentation to advisers and clients via Zoom webinar, Duncan Artus examined the levels and...
Positioning our portfolios for growth beyond COVID-19
The speed at which the financial market swings from despair to elation is astounding. The past few months have seen no shortage of mood swings as investors...
Positioning our portfolios for growth beyond COVID-19
The speed at which the financial market swings from despair to elation is astounding. The past few months have seen no shortage of mood swings as investors...
Should you invest in bonds?
The recent performance of South African bonds – which have outperformed cash and equities over three and five years – has prompted investors to ask whether...
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.
How to construct a portfolio for a range of outcomes
The future is extremely uncertain. This isn’t because of any particular global situation; it is always the case. This is why it is important that we build...
How to construct a portfolio for a range of outcomes
The future is extremely uncertain. This isn’t because of any particular global situation; it is always the case. This is why it is important that we build...
