Articles tagged as "elections"
Investing responsibly in a rapidly changing world
Our 2024 Stewardship Report marks the 10th edition that Allan Gray has published for our clients. However, we have had a strong focus on exercising our...
Rethinking global inflation and rates after the 2024 super-election year
The introduction of the Allan Gray Income Fund in May 2024 has broadened Allan Gray’s offering, providing a more comprehensive selection of lower-risk...
Rethinking global inflation and rates after the 2024 super-election year
The introduction of the Allan Gray Income Fund in May 2024 has broadened Allan Gray’s offering, providing a more comprehensive selection of lower-risk...
2025: Risk remains heightened around the world
Following a year that saw political regimes shift in many parts of the world, investors need to brace themselves for a period of elevated risk as geopolitica...
The bonfire of the incumbents
As we commented early in 2024, global dissatisfaction regarding inflation and harsh economic realities has coincided with the phenomenon of a spike in the...
Election fever seizes the globe
According to Deutsche Bank, 2024 will see the most people vote in a single year in recorded history. As speculation fuels heightened uncertainty around the...
Investing amidst election season: The power of preparation, not prediction
If the election bug has bitten you and you are feeling jittery, you are not alone. Globally, investors are feeling fearful.
Timeless lessons on risk, opportunity and living a good life – with Morgan Housel
With 2024 set to be a news-heavy year, investors are speculating about everything from what interest rates might do next, to the outcome of elections around...
2024: What will the election year hold?
From macroeconomic decisions to political outcomes, markets – and sentiment – can be temporarily influenced by various external factors. If 2023 will be...
Geopolitical and fiscal pressures mount as a major global election year kicks off
The market seemed determined to end 2023 on a hopeful note, unwinding the intra-year losses in global stock and bond indices. The rationale rests in the eage...
