Beyond the narratives: Investing through uncertainty
Periods of heightened uncertainty often feel exceptional while we are living through them. But history suggests that markets have consistently rewarded investors who can look beyond prevailing narratives, remain disciplined through volatility and focus on long-term fundamentals. Thandi Skade summarises key investment insights recently presented by portfolio manager Varshan Maharaj at our May 2026 events, “The Times with Allan Gray”.
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A durable strategy for life and wealth creation
Through market cycles, regulatory shifts and changing economic conditions, certain investment principles continue to assert themselves. They endure not becau...
African equities offer compelling value despite global shocks
Despite geopolitical shocks and heightened market volatility, African equities continue to offer compelling value. Rami Hajjar explains how stronger...
Frontier Markets Equity Fund: Separating value from value traps in frontier markets
Amid heightened market volatility and uncertainty, Rory Kutisker-Jacobson explains how a disciplined, valuation-driven approach helps distinguish genuine val...
Orbis Emerging Markets Equity: Emerging markets increasingly have a concentration problem
In this commentary, Stefan Sommerville from our offshore partner, Orbis, examines the growing concentration risk in emerging market indices and explains how...
Take control of your 2026 tax-filing obligations
Tax-filing season tends to roll around faster than expected each year, often leaving taxpayers with additional admin and last-minute pressure. While the...
The investment case for preparation over prediction
In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.
Two laws, one obligation: Safeguarding retirement fund contributions
Paying over retirement fund contributions is a core obligation for any employer who offers a retirement fund arrangement. Recent regulatory changes mean that...