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Articles tagged as "BHP Billiton"

Balanced Fund update: An improved opportunity set

By Andrew Lapping on 03 May 2019

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

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

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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