Latest articles

Governance update: It pays off to focus on executive remuneration

By Nicole Hamman on 10 Aug 2022

viewing time: 14 mins

The landscape of executive remuneration continues to evolve and, as a result, we have refined our remuneration framework by developing a qualitative scorecar...

Whither inflation?

By Sandy McGregor on 28 Jul 2022

viewing time: 21 mins

In the past 12 months , global inflation has surged. Sandy McGregor discusses the increasingly turbulent response of the financial markets.

Orbis Global Equity: The duration dislocation

By Graeme Forster on 28 Jul 2022

viewing time: 11 mins

In investing, risk and opportunity are two sides of the same coin. Graeme Forster from our offshore partner, Orbis, unpacks current distortions in the market...

Our approach to responsible investing

By Raine Adams on 28 Jul 2022

viewing time: 7 mins

We are navigating an increasingly complex world in the wake of the pandemic and in the shadow of the Russia-Ukraine war. This brings to the forefront the...

What happens to your minor children when you die?

By Felicia Hlophe on 28 Jul 2022

viewing time: 11 mins

While undoubtedly the worst-case scenario to consider, as parents, we need to make sure our children’s needs are accounted for in the tragic event of our...

How do you cater for extreme events when constructing resilient multi-asset portfolios?

By Gladness Rupare and Martine Damonse on 28 Jul 2022

viewing time: 11 mins

Gladness Rupare and Martine Damonse, who hosted panels with members of the Allan Gray and Orbis Investment teams, capture some of key questions and insights,...

On the commodity boom and other South African fables (and foibles)

By Thalia Petousis on 28 Jul 2022

viewing time: 8 mins

Just as the economic destruction from the COVID-19 pandemic rose to crisis levels, strong commodity export prices swept in to alleviate South Africa’s fiscal...

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