AB InBev: Catching up over a beer
Jithen Pillay outlines the reasons behind the relative underperformance of Anheuser-Busch InBev (ABI), implications for the company’s prospects, and our latest thinking on the risks and opportunities when considering ABI for our clients’ portfolios.
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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...
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,...
Don’t just stand there
At the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Mark Dunley-Owen, portfolio manager at our offshore partner, Orbis, shared updates on th...
AB InBev: Catching up over a beer
Jithen Pillay outlines the reasons behind the relative underperformance of Anheuser-Busch InBev (ABI), implications for the company’s prospects, and our late...
Tipping point or false dawn? South Africa’s defining question
Raine Adams unpacks progress on South Africa’s reform agenda and infrastructure rehabilitation, noting that momentum could accelerate if reform alignment and...
The compounding power of micro wins
Compounding is usually discussed and understood in financial terms, but is the effect of compounding behaviour equally powerful? Thandi Skade looks at three...
The long-term benefits of maximising your retirement fund contributions
Retirement funds offer valuable annual tax benefits, but these are lost if you do not act each year. Conversely, if you exceed the annual limits, there is no...