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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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...
Non‑financial actions that materially improve retirement outcomes
Employee benefits consultants play a critical role in shaping outcomes for retirement fund members. Siyasanga Mlozana explores how they influence contributio...
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...
Lessons from the markets and the sea: Don’t get caught in the undertow
Sea voyages teach us that calm waters are the exception, not the rule. The forecast may appear reassuring, but conditions change quickly. The mistake is...
Taxation of retirement lump sums and living annuity income for non-residents
Investors who emigrate are often surprised by the complexity involved in accessing their existing retirement investments after they have ceased to be South...
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 a...
Orbis Emerging Markets Equity: The case for Taiwan Semiconductor Manufacturing Company
As markets grapple with volatility, uncertainty and rapid technological advancements, Stanley Lu from our offshore partner, Orbis, emphasises the importance ...