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 ?

Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.

Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

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Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.