Building multi-asset portfolios in an uncertain world
Where I Am? | Viewer ==> Building multi-asset portfolios in an uncertain world

Allan Gray Unit Trust Management

  Allan Gray Unit Trust Management   Q3 of 2024 | 2 years ago

Periods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change, multi-asset portfolio construction becomes an increasingly complex task. For some time, our offshore partner, Orbis, has warned that the environment appears to be changing, noting stickier global inflation, a shifting geopolitical landscape and higher risk-free rates. With key national elections across the globe, the transition to green energy and the rise of artificial intelligence increasing the noise, long-term investors must consider a host of additional variables as they pursue meaningful returns.


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 ?

A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.

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