Allan Gray - GrayIssue no. 126

Anton Muller - Summary of current concerns by Ian Liddle, CIO of Allan Gray, suggesting a possible 'Bubble' in commodity prices.

AttachmentSize
GrayIssue - 201201.pdf598.31 KB

Comments

Related News

Take off the Rose-coloured glasses

Anton Muller - Attached an article by Dave Foord of Foord Asset Management on why return...

The Importance of Stability in a Living Annuity

Excellent Article by Richard Carter and Roenica Botha of Allan Gray

The "greater fool" theory of investing

Many equity investors are hoping they will profit in a potentially overvalued equity market purely because there is a "greater fool" out there who will buy their holdings at inflated...