Investment Review – August 2022

Market Indicators

  • JSE All Share (ALSI) 67,257.1425
  • Rand/Euro R 17.16
  • Rand/Pound R 19.85
  • Rand/US Dollar R 17.04
  • Rand/Aus Dollar R 11.69

Moonwalk Away

In financial services we tend to focus on investment outcomes, on providing sound investment advice, explanations on what is driving investment markets, and how to deal with some of our less virtuous behavioural biases so that we can get out of our own way when it comes to decision making.

But what about talking about the times when we find ourselves stuck with a problem, where it seems that the only outcome is capital loss and a painful personal investment lesson which is likely to be consigned to history?

In this month’s commentary, we discuss options on how to course-correct these problem investments which sometimes just require a little creative thinking.

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.