Investment Review – March 2023

Market Indicators

  • JSE All Share (ALSI) 76,100.171
  • Rand/Euro R 19.28
  • Rand/Pound R 21.93
  • Rand/US Dollar R 17.73
  • Rand/Aus Dollar R 11.88

Silicon Valley Bank – Overview

In this note, we take a look at the recent collapse of Silicon Valley Bank and Signature Bank. In addition, we have been engaging with fund managers to assess the impact that this event is likely to have on markets and the funds that we rate and invest in on behalf of clients.

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What language do you dream in?

In recent months, artificial intelligence has made a sudden and impactful re-emergence, showing its potential to revolutionize industries and alter our daily lives. As these advancements continue, it begs the question: are we heading towards a future where machines take over, or is there a way for humans and AI to coexist? In this article, we explore the implications of this technological advancement and what it means for all of us.

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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.