How Booking.com changed the way we travel
Booking.com is a best-in-class share that has been a prominent feature in our top 10 client holdings for the last few years. It has both taken market share and maintained some of the healthiest margins in the travel industry. Thalia Petousis takes us on a journey to unpack its success.
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Investment ideas that make us go hmmm – with Grant Williams
While what worked for the last 40 years of investing may not work for the next 40, history offers valuable lessons for the path ahead. In this episode of The...
Legal and regulatory update: Regulatory changes and cases impacting retirement funds
In the below legal and regulatory update, Jaya Leibowitz summarises some changes for members, employers and administrators to be aware of, as well as some...
The role of group risk in employee benefits
Drawing from a panel discussion at our annual Through the noise retirement benefits conference in September, Ielyaas Gamiet, manager in the Group Savings and...
Peeling back the layers in Remgro and Reinet
Remgro and Reinet are great examples of holding companies in our clients’ portfolios that trade at substantial discounts to the sum of their parts, for...
How to unlock value through offshore investing
The volatility of 2025 has underscored the importance of diversification. Global markets have swung from sharp declines to record highs, reminding us that a...
Orbis Global Equity: Biotech breakthroughs in a crowded market
In an increasingly competitive and crowded market, the biotech sector offers unique opportunities to capitalise on overlooked, undervalued shares. Graeme...
How to safeguard your investments
Given the prevalence of fraud and investment scams, it may feel as though you need to build a financial fortress to protect your investments. Twanji Kalula...