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Insights categories - Personal investing

The impact of tax on investment returns

By Carla Rossouw on 14 Apr 2026

Reading time: 1 min

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...

Insights categories - Markets and economy

Frontier Markets Equity Fund: Focusing on value amid market volatility

By Varshan Maharaj on 14 Apr 2026

Reading time: 2 mins

Against a backdrop of heightened geopolitical volatility, the Allan Gray Frontier Markets Equity Fund delivered a resilient first‑quarter performance. With...

Insights categories - ESG

Artificial intelligence and the social equation

By Emily Gray on 31 Mar 2026

Reading time: 4 mins

Artificial intelligence (AI) has the potential to transform industries and improve living standards, yet it continues to raise profound questions about...

Insights categories - ESG

The future of alcohol

By Stephan Bernard on 31 Mar 2026

Reading time: 4 mins

As part of our investment process, we monitor developments under the environmental, social and governance (ESG) pillars to understand how they may affect the...

Insights categories - Retirement

Global talent, local rules: Foreign national members and South African retirement funds

By Felicia Hlophe on 04 Mar 2026

Reading time: 4 mins

Employing foreign nationals is a common and legally recognised practice in South Africa. Nevertheless, recurring questions arise about retirement fund...

Insights categories - Personal investing

2026 Budget: A good news story

By Carla Rossouw on 25 Feb 2026

Reading time: 2 mins

Finance Minister Enoch Godongwana delivered the 2026 Budget speech on Wednesday, 25 February, remaining steadfast in his earlier assurances that the governme...

Insights categories - Personal investing

Bracket creep: The silent tax

By Carla Rossouw on 19 Feb 2026

Reading time: 3 mins

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...

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