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Articles tagged as "Inflation"

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...

What price are we paying for the Russia-Ukraine conflict?

By Horacia Naidoo-McCarthy on 11 Apr 2022

As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...

The power of perspective in an expensive market

By Ben Preston on 17 Feb 2022

Historically, every decade has its “poster child” asset class. In the 70s it was gold, the 80s Japanese shares, and materials shares in the noughties. At the...

The transition into the post-pandemic world

By Sandy McGregor on 27 Jan 2022

It is remarkable the extent to which the future is hidden from us. We all conduct our lives largely in terms of our experiences in the recent past, assuming...

Orbis: Inflation – the bottom-up case for caution

By Rob Perrone on 09 Nov 2021

If headlines are to be believed, people are gravely concerned that inflation will rise. If market prices are to be believed, people are quietly convinced tha...

Economic recovery accompanied by a surge in inflation

By Sandy McGregor on 15 Oct 2021

With increasing vaccinations economic activity is returning to pre-pandemic levels and, while there may be further waves of infection, governments are learni...

Active management: Potential for a comeback in a divided inflationary world

By Duncan Artus on 23 Sep 2021

For most of the 2000s, the developed world has been characterised by disinflation and falling interest rates. This is despite a large increase in leverage, t...

Inflation returns

By Sandy McGregor on 26 Jul 2021

Prices are on the up in the wake of the COVID-19 pandemic. The question is, will deflationary conditions resume as global economic conditions normalise or is...

Q&A with portfolio managers from Allan Gray and Orbis

By Tamryn Lamb on 26 May 2021

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...

Global recovery underway

By Sandy McGregor on 30 Apr 2021

The world is recovering from the pandemic and 2021 should see strong global economic growth. The epicentre of the recovery is now the United States, where th...

The state of the economy

By Sandy McGregor and Vuyo Nogantshi on 10 Feb 2021

In a recent Q&A-style webinar hosted by Allan Gray’s Vuyo Nogantshi, Allan Gray’s Sandy McGregor and the Reserve Bank’s Rashad Cassim and David Fowkes examin...

The dangers of printing money

By Sandy McGregor on 16 Oct 2020

Modern Monetary Theory, or MMT as it is often called, is a new term for an old idea. Its proponents argue that a state which issues fiat money does not have ...

The world after the COVID-19 pandemic

By Sandy McGregor on 23 Apr 2020

We are witnessing a global economic collapse without precedent in modern times. As investors we must think about what the world will look like when the...

Inflation

By Sandy McGregor on 29 Jan 2020

Inflation is a phenomenon of great importance to investors. It is subject to intense scrutiny but is not well understood. Sandy McGregor offers his perspecti...

How not to break the bank this festive season

By Lettie Mzwinila on 22 Nov 2019

The end of 2019 is fast approaching and with many looking forward to downtime during the festive season, this shouldn’t mean breaking the bank, according to...

Trade wars

By Sandy McGregor on 29 Jul 2019

In recent months, we have observed increasing uncertainty and concern among our clients about what impact rising international tensions, particularly the tra...

PART 1: How to overcome the growing cost of education

By Saleem Sonday on 16 Jul 2019

Do you feel overwhelmed at the thought of how you will finance your children’s education? You are not alone. We all want to empower our children by giving th...

PART 3: What are the best investment options for education savings?

By Saleem Sonday on 16 Jul 2019

With the cost of education soaring, relying purely on your salary to finance your children’s education is becoming increasingly difficult. Consider saving fo...

PART 2: Saving for education – later is still better than never

By Saleem Sonday on 16 Jul 2019

When it comes to paying for the best education for your child, making small sacrifices early on and taking a long-term approach to investing is the smart thi...

Global business conditions deteriorate

By Sandy McGregor on 12 Jul 2019

Negative news about the global economy persists. Purchasing manager indices continue to signal a widespread deterioration in business conditions. Even in the...

Is a money market fund right for you right now?

By Earl Van Zyl on 05 Apr 2019

Money market unit trusts have become popular as they appear to provide a safe, secure and reliable haven for your investments. During times with extreme...

Global economy losing momentum

By Sandy McGregor on 18 Jan 2019

After two years of strong synchronous growth the global economy is losing momentum. Almost without exception the most recent purchasing manager’s indices are...

SA needs to unlock its 'demographic dividend' by getting the private sector to invest

By Kevin Lings on 18 Jul 2018

South Africa needs to stop looking to government spending as the catalyst for economic growth and should instead foster a more conducive environment for...

Deflation

By Sandy McGregor on 30 Sep 2010

It seems the world may divide into two distinct camps: the mature economies gripped by deflation and stagnation, and the emerging markets, which continue to...

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