Investment Review – February 2024

Market Indicators

  • JSE All Share (ALSI) 72,729.73
  • Rand/Euro R 20.74
  • Rand/Pound R 24.24
  • Rand/US Dollar R 19.19
  • Rand/Aus Dollar R 12.48

SA Corporate Credit – A Bridge Too Far?

South African corporate credit has its own unique characteristics that make it an attractive diversifying investment in certain portfolios. However, like all investments it is by no means riskless. In this article, we delve into this asset class, examining how the perils of a taxi financing company have illuminated some of those risks.

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Posted in Investment Review

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.