Exploring the frontier: Why elevated risk offers enticing opportunities
Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier and smaller emerging markets, that fear weighs heavily on asset prices, often sending them well below what the underlying business fundamentals suggest.
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Maximising new tax benefits to boost long-term investment outcomes
The 2026 National Budget, delivered on 25 February, offered good news for investors, with no major tax increases and stronger-than-expected revenue collectio...
Mind the gap
Periods of change are uncomfortable, but they are rarely unprecedented. Markets, economies, and geopolitical landscapes often swing between extremes. As...
The impact of tax on investment returns
There are many factors to consider when making investment decisions. Tax is a significant one. It is important to understand how taxes are applied to differe...
2026 Budget: A good news story
Finance Minister Enoch Godongwana delivered the 2026 Budget speech on Wednesday, 25 February, remaining steadfast in his earlier assurances that the governme...
Bracket creep: The silent tax
Each year we listen with bated breath to the Minister of Finance’s annual Budget speech to learn whether tax rates will increase and breathe a sigh of relief...
How to outsmart behavioural biases when investing – with Dr Daniel Crosby
For many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed an...
Why behaviour shapes long-term investment success more than performance
In a keynote address delivered at the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Dr Daniel Crosby, behavioural finance expert and author,...