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) ********************** Quarterly Commentary 1 **********************
3 May 2024 Welcome to the latest edition of our Quarterly Commentary.
In a year when many nations around the world are heading to the polls,
there is understandably some collective anxiety as we gear up for our
own national elections later this month. As stewards of your capital,
we do not have any special insight into the election outcome, but we
continue to construct our portfolios for various possible scenarios
and to focus on the long term. As an investor, it is important to
maintain perspective and be mindful of your own behaviour – even
more so during uncertain times. Holding a diversified portfolio,
including exposure to currencies, industries and opportunities outside
South Africa, reduces your risk and improves your chances of achieving
return as you are less reliant on a particular outcome. These themes
are reflected in this edition’s selection of articles. We hope that
you find the content insightful. Comments from the chief operating
officer ----------------------------------------- Mahesh Cooper
------------- It is hard to ignore the rand and its movements relative
to global currencies. Its performance seems... Read more (
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) Disney: The value of strong intellectual property
------------------------------------------------- Duncan Artus and
Siphesihle Zwane Since March 2022, local unit trusts... Read more (
https://allangray.everlytic.net/servlet/link/25945/81340/53870894/378744
) The trillion-dollar endgame --------------------------- Thalia
Petousis --------------- The US government has dug itself into a debt
hole. With spending being its go-to solution for most problems... Read
more (
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) US opportunities with a good prognosis
-------------------------------------- Povilas Dapkevicius and Matteo
Sbalzarini ----------------------------------------- While the US
stock market... Read more (
https://allangray.everlytic.net/servlet/link/25945/81340/53870894/378746
) Beyond our borders: A case for investing offshore
------------------------------------------------- Horacia
Naidoo-McCarthy ----------------------- While home may offer great
comfort and safety in the known... Read more (
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) How to invest offshore with Allan Gray – and allow for the
transfer of wealth
-----------------------------------------------------------------
Julie Campbell -------------- Investing offshore is an important...
Read more (
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) The two-pot system simplified ----------------------------- Jaya
Leibowitz -------------- South Africa’s retirement savings system is
changing, with the implementation date... Read more (
https://allangray.everlytic.net/servlet/link/25945/81340/53870894/378749
) The power of perspective in an election year
-------------------------------------------- Marise Bester
------------- Many local investors are understandably worried about
what the future holds and how the election... Read more (
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approved, it will be available on the FAIS Exchange platform. 0860 000
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