Articles tagged as "Local equities"
Stable Fund: Resilient through uncertainty
A more challenging market environment has highlighted the importance of portfolio resilience. Sean Munsie explains how the Allan Gray Stable Fund has benefit...
Equity Fund: When froth gives way to value
The Allan Gray Equity Fund has delivered strong relative performance this year despite a weak local equity market. Rory Kutisker-Jacobson explains where the...
Balanced Fund: Finding value in a divided market
A difficult local market has created opportunities in a handful South African companies, while offshore diversification continues to provide resilience. Tim...
COVID-19 cracked the crystal ball
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....
Equity Fund update: Focus turns to locally listed international businesses
The market had a volatile first quarter with positive sentiment towards South African equities continuing against a backdrop of volatile international market...
