Investments

A snapshot of the world economy

Financial Stability Review: A more favourable domestic environment for the financial sector

Defensive strategies to navigate your clients through volatile markets

As 2024 winds to a close, disciples of the value investing methodology will be tilting their multi-asset portfolios towards offshore equities; local bonds and cash; and South African companies boasting attractive valuations. This “investing for uncertain times” strategy was shared during a recent fund update presentation held under the title The Times with Allan Gray.

House View Positioning Update