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Articles tagged as "BHP Billiton"

Balanced Fund update: An improved opportunity set

By Andrew Lapping on 03 May 2019

Reading time: 4 mins

The poor sentiment towards equity markets at the end of 2018 reversed sharply in the first quarter of 2019, with the JSE appreciating 8% and the MSCI World...

Executive remuneration: Skin in the game

By Pieter Koornhof on 17 Oct 2018

Reading time: 9 mins

At Allan Gray, we think carefully about the executive remuneration policies of companies in which we invest our clients’ capital. Why is this a worthwhile...

An alternative view of commodity demand and supply

By Mark Dunley-Owen on 30 Jun 2011

Reading time: 5 mins

In Quarterly Commentary 1, 2011 Sandy McGregor discussed how high commodity prices are being supported by the mining sector's inability to keep pace with...

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