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Articles tagged as "Asset allocation"

Insights categories - Personal investing

Investing amidst election season: The power of preparation, not prediction

By Nomi Bodlani on 22 May 2024

Reading time: 5 mins

If the election bug has bitten you and you are feeling jittery, you are not alone. Globally, investors are feeling fearful.

Insights categories - Personal investing

The power of perspective in an election year

By Marise Bester on 02 May 2024

Reading time: 10 mins

Many local investors are understandably worried about what the future holds and how the election may affect their wealth. Keeping perspective throughout your...

Insights categories - Local investing

Are low-equity funds relevant in today’s investment universe?

By Martine Damonse on 03 Jul 2023

Reading time: 5 mins

Low-equity unit trusts provide cautious protection against a falling market. Martine Damonse, investment specialist in the ManCo Distribution team, discusses...

Insights categories - Local investing

Equities matter – even for a cautious investor

By Martine Damonse on 04 May 2023

Reading time: 11 mins

In recent years, we have witnessed investors on our platform moving their assets away from low-equity funds to funds that have little to no equity exposure...

Insights categories - Offshore investing

Solving the diversification dilemma

By Matthew Spencer on 28 Jun 2022

Viewing time: 5 mins

"Don’t put all your eggs in one basket" is a phrase familiar to many of us, and when it comes to investing and minimising risk, it is quite a sensible...

Insights categories - Personal investing

Saving in a rising interest rate environment

By Cedrick Pila on 22 Jun 2022

Reading time: 3 mins

With interest rates and inflation on the rise, Cedrick Pila, regional manager, discusses how investors can achieve real returns and protect their savings and...

Insights categories - Personal investing

Should I invest 45% of my portfolio offshore?

By Earl Van Zyl on 26 Apr 2022

Reading time: 11 mins

In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...

Insights categories - Investment insights

How to invest to be crisis ready

By Stephan Bernard on 01 Apr 2022

Reading time: 6 mins

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...

Insights categories - Offshore investing

Why should you consider a global balanced fund?

By Ashley Lynn on 14 Jun 2021

Reading time: 1 min

Balanced funds aim for the investment “sweet spot”: Minimising risk while still delivering return. If you are looking to achieve a decent return investing...

Insights categories - Local investing

Balanced Fund: Perspectives and positioning

By Tim Acker on 10 Feb 2021

Viewing time: 45 mins

In a recent webinar, Portfolio Manager Tim Acker discussed the investment environment and looked at how the Allan Gray Balanced Fund is positioned to take...

Insights categories - Local investing

Balanced Fund: Optionality, the most unappreciated asset

By Tim Acker on 10 Feb 2021

Reading time: 5 mins

One of the most unappreciated assets in a portfolio is optionality – the ability to take advantage of market disparity and to move between and within asset...

Insights categories - Investment insights

Is your trust in your investment manager well placed?

By Nomi Bodlani and Tamryn Lamb on 16 Oct 2020

Reading time: 12 mins

It has been a volatile six months in the markets, following a five-year period of disappointing equity returns. At times like these, it is understandable for...

Insights categories - Local investing

The Stable Fund at 20

By Sean Munsie on 16 Oct 2020

Reading time: 10 mins

With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...

Insights categories - Local investing

Prospects look promising

By Stephan Bernard and Radhesen Naidoo on 12 Oct 2020

Reading time: 8 mins

Disappointing short-term performance has had a dampening effect on longer-term numbers. Looking at similar periods in our history provides useful context and...

Insights categories - Investment insights

Part 4: How to invest to be crisis ready

By Stephan Bernard on 09 Jun 2020

Reading time: 7 mins

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...

Insights categories - Local investing

Should you invest in bonds?

By Londa Nxumalo on 29 Jan 2020

Reading time: 7 mins

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

Insights categories - Offshore investing

Offshore investing: Not a popularity contest

By Dan Brocklebank on 10 Aug 2018

Reading time: 3 mins

There is no such thing as a ‘popular investment opportunity’. If it’s popular, then that popularity will already be reflected in the price you have to pay. A...

Insights categories - Investment insights

Asset allocation: Top down, or bottom up?

By Mahesh Cooper on 07 Dec 2015

Reading time: 4 mins

Within a multi-asset class balanced portfolio , there are different ways to manage the asset allocation. Some managers prefer to follow a ‘top-down’ strategy...

Insights categories - Offshore investing

Introducing the Orbis Global Balanced Fund

By Tamryn Lamb on 22 May 2014

Reading time: 7 mins

Like Allan Gray, Orbis has a limited range of funds which it believes addresses the needs of most investors. New funds are only introduced after very careful...

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