African insurers in vogue as incomes rise

A growing middle class in sub-Saharan Africa is enticing European and SA insurers to buy local firms focusing on life insurance, in the face of strong competition.

Have we been looking at risk profiling all wrong?

Risk profiling potential investors has always been carried out according to a certain methodology. Based on the client’s risk profile and their psychology, a risk profile is then applied to their portfolio. The effectiveness of risk profiling has however come into question, in terms of its efficacy to deliver the returns that the client needs. … Read more

simon raubenheimer

Allan Gray’s picks

simon raubenheimer

Allan Gray explains why it bought the 10 shares that account for half its portfolio

 

In the 1980s I spent many hours inputting the individual holdings of unit trusts. Knowing what professionals are buying is invaluable info for small investors. This piece from SA’s hottest asset manager, Allan Gray, explains its thinking on the Top 10 holdings which between them account of 57% of AG’s total share investment.

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