History rarely repeats but often rhymes. And the concentration we see in today’s stockmarket indices is reminiscent of the “nifty fifty” bubble that was collapsing 50 years ago when our founder, Allan Gray, started in South Africa.
A look at the benefits of deliberate, long-term multi-asset portfolio construction.
Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.
Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.
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