Latest articles

In pursuit of value

By Jacques Plaut on 26 May 2021

reading time: 10 mins

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns...

Q&A with portfolio managers from Allan Gray and Orbis

By Tamryn Lamb on 26 May 2021

reading time: 1 min

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...

Sitting at the bottom of the interest rate cycle, potentially for much longer

By Thalia Petousis on 21 May 2021

reading time: 3 mins

The South African Reserve Bank’s Monetary Policy Committee (MPC) voted in May 2021 to again keep the repo rate unchanged at 3.5%, its lowest level since the...

Beyond the froth: Orbis’ contrarian case for Comcast

By Harish Karhade on 20 May 2021

reading time: 1 min

Like finding a really good coffee, finding a good long-term investment opportunity is not always easy. A coffee that looks delicious may taste foul, and ther...

Where to from here for interest rates and money market returns?

By Thalia Petousis on 07 May 2021

reading time: 3 mins

Lower interest rates, although a life jacket for those in debt or with home loans, have negative consequences for savers. 

Global recovery underway

By Sandy McGregor on 30 Apr 2021

reading time: 2 mins

The world is recovering from the pandemic and 2021 should see strong global economic growth. The epicentre of the recovery is now the United States, where th...

The dangers of social media financial advice

By Nomi Bodlani on 29 Apr 2021

reading time: 4 mins

The recent FinTok craze on social media platform, TikTok, has opened the door for scammers and fraudsters to take advantage of unsuspecting users who source...

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