
Articles tagged as "Old Mutual"
Stable Fund update: How to invest in ‘interesting’ times
‘May you live in interesting times' is an English expression which many believe to be a translation of a traditional Chinese curse. The expression seems to...
Restructurings as a source of excess returns
We are always on the lookout for opportunities offered by the potential restructuring of companies. They can often generate attractive returns with a...
Insurance: better than you think
We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...