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Articles tagged as "Inflation"

Insights categories - Markets and economy

What’s in store for interest rates in 2024?

By Thalia Petousis on 08 Feb 2024

Reading time: 6 mins

Over the course of 2023, the South African Reserve Bank (SARB) raised the overnight repo rate from 7.00% to a 14-year high of 8.25%. 

Insights categories - Local investing

The key lesson from 2023: Uncertainty is ever-present

By Rory Kutisker-Jacobson on 29 Jan 2024

Reading time: 6 mins

Rory Kutisker-Jacobson takes stock of the key local and global market events of 2023 and highlights some of the themes that are likely to shape the year ahea...

Insights categories - Investment insights

How to be a little less wrong – with James Aitken

By Duncan Artus on 16 Nov 2023

Listening time: 56 mins

When it comes to investing, marginal improvements can make a significant difference to investment returns over time. In conversation with Allan Gray’s chief...

Insights categories - Markets and economy

Is South Africa winning the inflation battle?

By Thandi Skade on 26 Sep 2023

Reading time: 4 mins

Following the South African Reserve Bank’s (SARB) aggressive near-two-year interest rate hiking cycle, headline inflation in South Africa seems to be getting...

Insights categories - Local investing

Local investment update: Balancing caution and optimism

By Tim Acker on 26 Sep 2023

Reading time: 7 mins

In recent years, South Africa’s numerous, well-known economic challenges have fuelled declining investor sentiment and led many to doubt the local market’s...

Insights categories - Personal investing

Three golden rules for achieving long-term, real investment returns

By Earl Van Zyl on 07 Aug 2023

Reading time: 7 mins

Whether you are accumulating capital for retirement, school or university expenses for your children or simply trying to ensure that you have money saved for...

Insights categories - Markets and economy

Currency dynamics and returns in emerging and frontier markets

By Rami Hajjar on 31 Jul 2023

Reading time: 16 mins

Rami Hajjar considers currency dynamics in emerging and frontier markets, focusing on how currency impacts returns, and how we think about this factor when...

Insights categories - Markets and economy

The prospects for global growth

By Sandy McGregor on 19 Jul 2023

Reading time: 18 mins

The post-pandemic bounce back of the global economy is losing momentum, and many fear that developed economies may slip into recession.

Insights categories - Offshore investing

Teenagers, curfews & interest rates

By Dan Brocklebank on 14 Jun 2023

Reading time: 5 mins

As interest rates have risen, we have seen a collapse in the valuations of a range of profitless tech companies.  More recently we have seen a crisis in the ...

Insights categories - Offshore investing

Are we entering a global stockpicker’s paradise?

By Rory Kutisker-Jacobson on 02 Jun 2023

Listening time: 40 mins

In conversation with portfolio manager Rory Kutisker-Jacobson, Matthew Spencer from our offshore partner, Orbis, explains why the Investment team believes th...

Insights categories - Offshore investing

Orbis Global Balanced: Investing through the cycles

By Alec Cutler on 04 May 2023

Reading time: 11 mins

History seemingly often repeats itself, but it might be dangerous to assume that the investing landscape over the next 20 years will be similar to that of th...

Insights categories - Local investing

Why South Africa is still attractive for investors

By Tim Acker on 04 May 2023

Listening time: 50 mins

In conversation with portfolio manager Tim Acker, investment analysts Siphesihle Zwane and Jithen Pillay discuss the impact of the major local challenges on...

Insights categories - Offshore investing

Regime change and the rise of the stockpicker

By Alec Cutler on 11 Apr 2023

Viewing time: 4 mins

Alec Cutler chats to Bloomberg’s Merryn Somerset Webb about the impact of central bank and government intervention, the future of inflation and why being a...

Insights categories - Personal investing

How to plan for an emergency fund in 2023

By on 03 Apr 2023

Reading time: 6 mins

How should investors approach unexpected expenses in 2023? Gladness Rupare, investment specialist, Sandy McGregor, portfolio manager, and Emily Gray, busines...

Insights categories - Markets and economy

The new normal: What lies ahead?

By Thalia Petousis on 27 Mar 2023

Listening time: 1 min

In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis and Sandy McGregor reflect on a range of macroeconomic issues as they...

Insights categories - Investment insights

Four contrarian investment questions to ask in 2023

By Jacques Plaut on 22 Feb 2023

Reading time: 6 mins

Jacques Plaut, portfolio manager, shares the four questions investors should consider this year and discusses how the Allan Gray Balanced Fund is positioned ...

Insights categories - Markets and economy

The 2023 Budget: A crisis of credibility in the outer years of the forecast

By Thalia Petousis on 13 Feb 2023

Reading time: 5 mins

Thalia Petousis, portfolio manager at Allan Gray, shares her views on the challenges of putting together a credible national budget

Insights categories - Markets and economy

Are inflation-beating returns on the horizon for money market investors in 2023?

By Thalia Petousis on 26 Jan 2023

Reading time: 5 mins

The 2022 calendar year was undeniably one of meaningful financial market upheaval, worsened by negative portfolio returns of a quantum that many investors ha...

Insights categories - Local investing

Was 2022 a secular turning point and if so, what does it mean for the years ahead?

By Duncan Artus on 26 Jan 2023

Viewing time: 12 Mins

In his first investment update of 2023, Duncan Artus discusses the current investment context and how it differs from the past, shares a review of 2022 and...

Insights categories - Markets and economy

Economic update: A post-pandemic new normal

By Sandy McGregor on 20 Jan 2023

Reading time: 4 mins

2022 saw a massive appreciation of the US dollar against all other currencies and the highest inflation since the early 1980s. These trends, which so dominat...

Insights categories - Offshore investing

Navigating the ‘Great Misallocation’

By Matthew Spencer on 08 Dec 2022

Viewing time: 1 min

Matthew Spencer, from our offshore partner, Orbis, reflects on the current global market environment and how portfolios are positioned to reap the benefits o...

Insights categories - Local investing

Do local banks offer value in an inflationary world?

By Tim Acker on 08 Dec 2022

Listening time: 48 mins

In the current period of high global inflation and slowing economic activity, how will the local banking sector fare? Are there still long-term opportunities...

Insights categories - Local investing

Investment update: How to invest in a changing world

By Duncan Artus on 01 Dec 2022

Viewing time: 27 Mins

At Allan Gray we are bottom-up investors, but we want to be on the right side of long-term trends, particularly at secular turning points. During the recent...

Insights categories - Local investing

Q&A: Allan Gray and Orbis investment update

By Saleem Sonday on 01 Dec 2022

Viewing time: 21 Mins

After an eventful year, many investors are feeling uncertain about how to position their portfolios to fare well in 2023. At the recent Allan Gray and Orbis...

Insights categories - Local investing

How to invest in a changing world

By Duncan Artus on 23 Nov 2022

Reading time: 6 mins

At Allan Gray we are bottom-up investors, but we want to be on the right side of long-term trends, particularly at secular turning points. Duncan Artus...

Insights categories - Markets and economy

Global growth prospects continue to deteriorate

By Sandy McGregor on 02 Nov 2022

Reading time: 3 mins

During the past quarter inflation has remained elevated. In the US the latest print for August was 8.3%. In Europe it was 10.0% in September. Even though in...

Insights categories - Markets and economy

The price of money, the shortage of energy, and the monster of inflation

By Thalia Petousis on 27 Oct 2022

Reading time: 10 mins

Thalia Petousis discusses its impact on financial markets, global trade financing and the energy sector, as well as how central banks are now waging a war...

Insights categories - Offshore investing

Orbis Global Balanced: Beware the Great and Powerful Dollar

By Alec Cutler on 27 Oct 2022

Reading time: 9 mins

The US dollar has rallied significantly over the course of this year, leaving other currencies in its wake. Alec Cutler, from our offshore partner, Orbis,...

Insights categories - Local investing

How to invest in an inflationary, energy-short and increasingly divided world

By Duncan Artus on 06 Oct 2022

Reading time: 6 mins

At Allan Gray, we are bottom-up investors, but we want to be on the right side of long-term trends, particularly at secular turning points. One way is to...

Insights categories - Offshore investing

Podcast: Do old investment truths still hold in the current global environment?

By Rory Kutisker-Jacobson on 30 Sep 2022

Listening time: 42 mins

In the latest episode of The Allan Gray Podcast, hosted by Allan Gray portfolio manager Rory Kutisker-Jacobson, Dan Brocklebank, head of Orbis UK, reflects o...

Insights categories - Personal investing

Why financial optimism matters and how to find it when the world is a mess

By Lise-Mari Crafford on 28 Sep 2022

Reading time: 6 mins

Lise-Mari Crafford, head of ManCo Distribution, discusses why being optimistic about our personal finances matters, and how we can look on the bright side wh...

Insights categories - Markets and economy

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

Listening time: 1 min

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

Insights categories - Markets and economy

Whither inflation?

By Sandy McGregor on 28 Jul 2022

Reading time: 21 mins

In the past 12 months , global inflation has surged. Sandy McGregor discusses the increasingly turbulent response of the financial markets.

Insights categories - Markets and economy

Podcast: Can optimism rise from the inflationary ashes?

By Thalia Petousis on 25 Jul 2022

Listening time: 43 min

In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting th...

Insights categories - Markets and economy

Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment

By Gladness Rupare on 01 Jul 2022

Viewing time: 40 min

With rising global inflation and the possibility of a recession on the cards, investors are tasked with protecting their capital and looking for opportunitie...

Insights categories - Personal investing

Saving in a rising interest rate environment

By Cedrick Pila on 22 Jun 2022

Reading time: 3 mins

With interest rates and inflation on the rise, Cedrick Pila, regional manager, discusses how investors can achieve real returns and protect their savings and...

Insights categories - Investment insights

Podcast: How to think about investing in an energy-short and volatile world

By Tamryn Lamb on 08 Jun 2022

Listening time: 61 mins

From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigati...

Insights categories - Markets and economy

Food price inflation: Are we watching “That ‘70s Show”?

By Thalia Petousis on 12 May 2022

Reading time: 7 mins

Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a...

Insights categories - ESG

What price are we paying for the Russia-Ukraine conflict?

By Horacia Naidoo-McCarthy on 11 Apr 2022

Reading time: 6 mins

As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...

Insights categories - Markets and economy

The transition into the post-pandemic world

By Sandy McGregor on 27 Jan 2022

Reading time: 19 mins

It is remarkable the extent to which the future is hidden from us. We all conduct our lives largely in terms of our experiences in the recent past, assuming...

Insights categories - Offshore investing

Orbis: Inflation – the bottom-up case for caution

By Rob Perrone on 09 Nov 2021

Reading time: 7 mins

If headlines are to be believed, people are gravely concerned that inflation will rise. If market prices are to be believed, people are quietly convinced tha...

Insights categories - Markets and economy

Economic recovery accompanied by a surge in inflation

By Sandy McGregor on 15 Oct 2021

Reading time: 4 mins

With increasing vaccinations economic activity is returning to pre-pandemic levels and, while there may be further waves of infection, governments are learni...

Insights categories - Markets and economy

Global recovery underway

By Sandy McGregor on 30 Apr 2021

Reading time: 2 mins

The world is recovering from the pandemic and 2021 should see strong global economic growth. The epicentre of the recovery is now the United States, where th...

Insights categories - Markets and economy

The state of the economy

By Sandy McGregor and Vuyo Nogantshi on 10 Feb 2021

Viewing time: 62 mins

In a recent Q&A-style webinar hosted by Allan Gray’s Vuyo Nogantshi, Allan Gray’s Sandy McGregor and the Reserve Bank’s Rashad Cassim and David Fowkes examin...

Insights categories - Markets and economy

The dangers of printing money

By Sandy McGregor on 16 Oct 2020

Reading time: 14 mins

Modern Monetary Theory, or MMT as it is often called, is a new term for an old idea. Its proponents argue that a state which issues fiat money does not have ...

Insights categories - Markets and economy

The world after the COVID-19 pandemic

By Sandy McGregor on 23 Apr 2020

Reading time: 11 mins

We are witnessing a global economic collapse without precedent in modern times. As investors we must think about what the world will look like when the...

Insights categories - Markets and economy

Inflation

By Sandy McGregor on 29 Jan 2020

Reading time: 15 mins

Inflation is a phenomenon of great importance to investors. It is subject to intense scrutiny but is not well understood. Sandy McGregor offers his perspecti...

Insights categories - Personal investing

How not to break the bank this festive season

By Lettie Mzwinila on 22 Nov 2019

Reading time: 5 mins

The end of 2019 is fast approaching and with many looking forward to downtime during the festive season, this shouldn’t mean breaking the bank, according to...

Insights categories - Markets and economy

Trade wars

By Sandy McGregor on 29 Jul 2019

Reading time: 18 mins

In recent months, we have observed increasing uncertainty and concern among our clients about what impact rising international tensions, particularly the tra...

Insights categories - Personal investing

PART 3: What are the best investment options for education savings?

By Saleem Sonday on 16 Jul 2019

Reading time: 9 mins

With the cost of education soaring, relying purely on your salary to finance your children’s education is becoming increasingly difficult. Consider saving fo...

Insights categories - Personal investing

PART 1: How to overcome the growing cost of education

By Saleem Sonday on 16 Jul 2019

Reading time: 6 mins

Do you feel overwhelmed at the thought of how you will finance your children’s education? You are not alone. We all want to empower our children by giving th...

Insights categories - Personal investing

PART 2: Saving for education – later is still better than never

By Saleem Sonday on 16 Jul 2019

Reading time: 7 mins

When it comes to paying for the best education for your child, making small sacrifices early on and taking a long-term approach to investing is the smart thi...

Insights categories - Markets and economy

Global business conditions deteriorate

By Sandy McGregor on 12 Jul 2019

Reading time: 2 mins

Negative news about the global economy persists. Purchasing manager indices continue to signal a widespread deterioration in business conditions. Even in the...

Insights categories - Local investing

Is a money market fund right for you right now?

By Earl Van Zyl on 05 Apr 2019

Reading time: 5 mins

Money market unit trusts have become popular as they appear to provide a safe, secure and reliable haven for your investments. During times with extreme...

Insights categories - Markets and economy

Global economy losing momentum

By Sandy McGregor on 18 Jan 2019

Reading time: 3 mins

After two years of strong synchronous growth the global economy is losing momentum. Almost without exception the most recent purchasing manager’s indices are...

Insights categories - Markets and economy

SA needs to unlock its 'demographic dividend' by getting the private sector to invest

By Kevin Lings on 18 Jul 2018

Reading time: 5 mins

South Africa needs to stop looking to government spending as the catalyst for economic growth and should instead foster a more conducive environment for...

Insights categories - Markets and economy

Deflation

By Sandy McGregor on 30 Sep 2010

Reading time: 8 mins

It seems the world may divide into two distinct camps: the mature economies gripped by deflation and stagnation, and the emerging markets, which continue to...

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