THE INS AND OUTS OF INVESTING OFFSHORE WITH ASSET SWAPS
We are often asked about Asset Swaps and Feeder Funds as the terms can be confusing. This article explores these concepts, terminology…
Survival of the Fastest
Remember Netscape Navigator? The company was the dominant web browser and search engine in the 1990s, later displaced by Google, Microsoft, Apple,…
Wall of Worry
The phrase “this time it’s different” is one of the most famous – and dangerous – mindsets in investing, often used to…
INVESTSENSE MARKET INSIGHTS 2024
Recently, we had a chance to sit down with Duncan Artus, Allan Gray’s Chief Investment Officer, to speak about what has been…
Power Play Performance from India
In cricket, a power play refers to the restriction of the number of fielders outside the 30-yard circle of the pitch. Within…
A USER’S GUIDE TO UNEMPLOYMENT STATISTICS
Employment indicators are some of the timeliest measures of the state of the US economy. In the days, hours and minutes following…
Beyond the Glitter, Understanding Gold as an Investment
Since the start of 2024, gold has broken multiple records, setting highs in March, April, May, and July. On the 17th of…
Global Property Insights
For many South Africans, property has always been a key part of our portfolios, as it was an asset class that generally…
ELECTION DIRECTION
At the end of May, South Africans went to the polls to vote for the country’s seventh democratic government. In many ways,…
WOULD YOU LIKE FRIES WITH THAT?
Every now and again something new comes along which changes the world. Until recently, Novo Nordisk, a 100-year-old Danish pharmaceutical company and…
Market Movers
Have you heard of TEMU? The online retail platform owned by the Chinese mega-company Pinduoduo is making aggressive inroads into South Africa…
Reconnecting to Reality
At times share prices and even broad stock markets can appear unhinged. Wild swings both positive and negative stir investor appetite to…