Allan Gray Quarterly Commentary

2011 Q1 Comments from the Chief Operating Officer

There are a few ways in which we can reduce short-term risk in a portfolio and not all of these require that there is a matching dilution in long-term...

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2011 Q1

Insights categories - Markets and economy

China's Malthusian challenge

By Sandy McGregor on 31 Mar 2011

Reading time: 9 mins

Two years since the global financial crisis and commodity prices are back at the record levels of June 2008. This growth has been about five years quicker th...

Insights categories - Personal investing

The offshore conundrum

By Chris du Toit on 31 Mar 2011

Reading time: 6 mins

A question often asked of us is: 'How much should I invest offshore?' This question has a different answer for each person. Another, perhaps more important,...

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