South Africa - Personal
Articles about
Multi-asset class
For investors with a long time horizon and a global outlook.
A conversation about local and global equity market valuations
A well-priced opportunity and inexpensive insurance against risks.
Celebrating the anniversaries of three of our multi-asset funds
Are long-term investors positioned for the future?
A history of consistent alpha generation in local and global markets
“Only a crisis – actual or perceived – produces real change. When that crisis occurs, the actions that are taken depends on the ideas lying around.” – Economist Milton Friedman
Revisiting the investment case
“Sorrow is better than fear. Fear is a journey, a terrible journey, but sorrow is at least an arrival. When the storm threatens, a man is afraid for his house. But when the house is destroyed, there is something to do.” – Alan Paton, author and activist
A butterfly flaps its wings in Wuhan, China
“He who indulges in empty fears earns himself real fears. We should always allow some time to elapse, for time discloses the truth.“ – Lucius Annaeus Seneca
We continue to focus on valuation to find attractive opportunities
2017 proved to be a strong year for most asset classes and our portfolios performed well over the period
Sometimes the truth is stranger than fiction
Explore Investment Insights on the global economy, markets and topics related to our business.
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