Responsible stewardship amid rapid global change
Significant geopolitical movements and the rise of artificial intelligence (AI) are shaping how investors view the opportunity set. As we launch 2025 Stewardship Report, chief investment officer Duncan Artus discusses our enduring long-term approach to investing responsibly on behalf of our clients.
All insights
Artificial intelligence and the social equation
Artificial intelligence (AI) has the potential to transform industries and improve living standards, yet it continues to raise profound questions about...
The future of alcohol
As part of our investment process, we monitor developments under the environmental, social and governance (ESG) pillars to understand how they may affect the...
Responsible stewardship amid rapid global change
Significant geopolitical movements and the rise of artificial intelligence (AI) are shaping how investors view the opportunity set. As we launch 2025...
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...
Taking advantage of opportunities in the fixed interest and income universe
Evolving macroeconomic drivers such as interest rate expectations, inflation frameworks and rising fiscal pressures locally and globally are having a materia...