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Articles tagged as "Bonds"

Local investment update: Always pay the right price

By Duncan Artus and Jacques Plaut on 03 Jun 2022

Jacques Plaut and Duncan Artus discuss the positioning of our equity and multi-asset funds given the pre-existing trends exacerbated by the war in Ukraine....

Food price inflation: Are we watching “That ‘70s Show”?

By Thalia Petousis on 12 May 2022

Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a...

How to invest to be crisis ready

By Stephan Bernard on 01 Apr 2022

COVID-19 has driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to hav...

Africa market bond exposure: Understanding the risks and opportunities

By Londa Nxumalo on 11 Oct 2021

Is it worth taking on a bit more risk to achieve potential return? Londa Nxumalo explains the relationship between risk and return in the fixed income contex...

Orbis: Our perspective on developed market bond yields

By Mark Dunley-Owen on 11 Oct 2021

Bonds are typically included in an investment portfolio to provide diversification and deliver yield. Developed market bonds are currently offering much lowe...

How we approach fixed interest

By Thalia Petousis on 26 Jul 2021

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...

Orbis: The great imbalance

By Ashley Lynn on 13 Apr 2021

At its heart investing is a balancing act. Balancing how much you stand to gain if things go well, with how much you could lose if things don't work out. Now...

COVID-19 cracked the crystal ball

By Tamryn Lamb on 22 Jun 2020

Investors and their advisers continue to grapple with the question of what life, and indeed the world economy, will look like in the next one to three years....

Part 4: How to invest to be crisis ready

By Stephan Bernard on 09 Jun 2020

COVID-19 has driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to hav...

COVID-19: Portfolio, economic and investment update

By Duncan Artus on 01 Jun 2020

During February and March, we were active in both the local equity and fixed income markets. This activity reduced during April and May, as we believed the...

Q&A with Allan Gray and Orbis: Investing beyond COVID-19

By Tamryn Lamb on 26 May 2020

While financial market volatility as a result of COVID-19 is expected to continue over the short term, the investment teams at Allan Gray and Orbis are focus...

Perspectives and portfolio positioning amid COVID-19

By Andrew Lapping on 08 May 2020

The world as we know it has changed dramatically over the last two months, with the COVID-19 pandemic and lockdown strategies causing extreme volatility on t...

Positioning our portfolios for growth beyond COVID-19

By Andrew Lapping on 23 Apr 2020

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...

COVID-19: Looking to history to understand potential outcomes

By Stephan Bernard on 09 Apr 2020

With much of the world in lockdown, one wonders whether it is appropriate to draw on past analogies in thinking about what lies ahead. However, every prior...

COVID-19: Q&A with Allan Gray portfolio managers

By Tamryn Lamb on 08 Apr 2020

With many countries in lockdown, uncertainty prevails. Against this backdrop, many clients are asking for our views on the economic impact, an update on our...

Impact of Moody's downgrade

By Sandy McGregor on 30 Mar 2020

As a consequence of the decision by Moody’s to lower South Africa’s credit rating from Ba1 to Baa3, all three leading rating agencies now rate South African...

COVID-19: Evaluating market risk versus opportunity

By Duncan Artus on 25 Mar 2020

We have managed our portfolios through a range of different crises since 1974. Over the last 20 years, the dotcom collapse in 2001/02, the global financial...

The money bubble

By Claire Gallagher on 12 Feb 2020

There’s something magical about bubbles. Formed of water, soap and a breath of air they seem incredible. In financial markets, bubbles are a lot less revered...

Beware of recency bias when making investment decisions

By Beatri Faul on 29 Jan 2020

Over the past year, we have seen local investments streaming towards bonds and cash – the top-performing asset classes for most of 2019. Are investors chasin...

Should you invest in bonds?

By Londa Nxumalo on 29 Jan 2020

The recent performance of South African bonds – which have outperformed cash and equities over three and five years – has prompted investors to ask whether...

Demystifying Africa’s debt markets

By Nick Ndiritu on 15 Feb 2018

Investors seeking diversification outside of South Africa can easily overlook the investment opportunities in other African markets. It is tempting to start ...

Global perspective: Do value shares deserve to be this cheap?

By Alec Cutler on 31 Dec 2016

The Orbis Global Balanced Fund aims to balance capital appreciation and income generation with the associated risk of its investments. These objectives...

Investing in Africa’s debt markets

By Nick Ndiritu on 30 Sep 2016

Patient capital dedicated to Africa’s capital markets is scarce, especially during economic or political downturns. Nick Ndiritu explains how long-term...

XPO Logistics: Diversification through owning both shares and bonds

By Ashley Lynn and Matt Adams on 30 Jun 2016

Forming contrarian views about the intrinsic value of companies is the core of what we do. In the Orbis Global Balanced Fund, this fundamental company resear...

A tale of two crises

By Tamryn Lamb on 24 Aug 2015

Greece and China have dominated financial headlines since March. With fear running high, we try to remain focused on the relationship between the price and...

Do not confuse stability with safety

By Ben Preston on 30 Jun 2013

According to Ben Preston, from our offshore partner Orbis, Orbis and Allan Gray's strict adherence to our bottom-up research process keeps us focused on...

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