Uncertainty is ever-present
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Allan Gray Unit Trust Management

  Allan Gray Unit Trust Management   Q2 of 2024 | 3 years ago

2023 was another year full of surprising and unpredictable events. Most notably, in our opinion, global markets continue to be dominated by the announcements and actions of central banks, and expectations around those actions, rather than fundamentals. In 2022, as global inflation spiked and central banks responded by hiking interest rates, we saw a considerable sell-off in speculative, long-duration and leveraged assets, as the era of “easy money” appeared to be over. As inflation tapered during the course of 2023, and central banks have begun to signal an end to rate hiking and possible rate cuts, many of these assets have rebounded sharply:


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

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Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.