Lebanon’s financial collapse
On 17 October 2019, angry demonstrators took to the streets of Lebanon to protest a US$6 per month WhatsApp communication tax. Little did they know that the financial collapse (which was inevitable) had just occurred.
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Economic recovery accompanied by a surge in inflation
With increasing vaccinations economic activity is returning to pre-pandemic levels and, while there may be further waves of infection, governments are learni...
How to do long term
Adopting a long-term mindset sits at the heart of our investment philosophy. But what does it really mean and how can one do this effectively?
Key questions that advisers and clients are asking
Uncertainty is a fact of life, and ever present in investing. There are times, however, when uncertainty seems to dominate sentiment and news flow – and...
Africa market bond exposure: Understanding the risks and opportunities
Is it worth taking on a bit more risk to achieve potential return? Londa Nxumalo explains the relationship between risk and return in the fixed income contex...
How to make investing for retirement feel less like a sacrifice
With all the financial demands of present-day life, it can be difficult to stay focused on investing for our longer-term financial goals. Balancing the...
Orbis: Our perspective on developed market bond yields
Bonds are typically included in an investment portfolio to provide diversification and deliver yield. Developed market bonds are currently offering much lowe...
Orbis: The three stages of recent performance explained
The past quarter has been painful. After an encouraging start to the year, the performance of our offshore partner, Orbis, has been impeded by its exposure t...