Gold in the age of fiscal dominance
With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central banks are increasingly caught in a delicate balancing act – controlling inflation, while also managing the burden of sovereign debt and excess liquidity. At the same time, the US dollar’s role as the world’s primary reserve currency is facing growing scrutiny. Amid this evolving environment, gold is reasserting itself as a trusted store of value.
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Stable Fund: Strong markets provide a welcome boost
In the wake of markets recording new record highs, portfolio manager Sean Munsie discusses the performance and positioning of the Allan Gray Stable Fund.
Equity Fund: Key markets record new highs
The Allan Gray Equity Fund has returned 22% year to date, ahead of its benchmark by 1%. On a long-term basis, the absolute level of real returns is above wha...
Frontier markets: Investing where pessimism reigns
For long-term investors committed to thorough research and willing to think carefully about idiosyncratic risks, frontier markets offer a range of...
Cybersecurity and the impact on retirement savers and their administrators
The Financial Sector Conduct Authority (FSCA) in conjunction with the Prudential Authority (PA) published the Joint Standard 2 of 2024, titled “Cybersecurity...
Group risk: Where are we today and where to next?
The group risk insurance landscape has evolved significantly in recent years, influenced by both global events and local developments. Ielyaas Gamiet, manage...
Bridging the gap: Tech- and AI-driven expansion of pension access
More than half of the world’s population owns smartphones, and new, innovative apps are popping up daily. What can the proliferation of tech solutions in...
How the retirement regulatory landscape is changing
The local retirement market has undergone significant transformations in recent years, driven by major regulatory changes. Felicia Hlophe, senior legal advis...