Blog Archives

Money in, money out – where to next for global fund flows?

An investigation into where investor money is currently flowing provides insights into future opportunities.

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High valuations reduce short-term investment opportunities

Even though there isn’t much trading at low valuations, patient investors will be rewarded in future.

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The Benefit of being Cautious when Others are Greedy

Ian Scott looks at bond yields across the globe and argues why we believe that now is a time for caution, not greed.

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Platinum miners – Opportunity in a time of adversity

The platinum miners are back at work. Commentators are at pains to point out that there were no winners in the strike.

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Economic flights of fancy

Why we expect more surprises in the global economy as a result of recent policy decisions.

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Is it too late to buy into equities?

Investors need to put aside any regrets they harbour over opportunities that have now passed and instead re-examine the fundamentals of potential earnings growth, current valuations and risk.

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Africa’s rise is real

Over the past three years, EY’s Africa attractiveness reports have highlighted the continent’s steady rise.

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Superman’s Africa?

The African growth story and the investment opportunities that may exist.

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Australian exposure: an interesting opportunity?

Australian exposure: an interesting opportunity. Exploring investment opportunities in Australia.

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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.