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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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...
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...
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...
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...
Orbis: President’s letter 2025
In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, reviews the strong performance of the Orbis portfolios over the past 12...
Which risk runs deeper: owning or avoiding emerging markets?
Emerging markets (EMs) account for more than 80% of the world’s population and more than half of its gross domestic product (GDP) but less than a tenth of...
What if Trump is right?
Maslow’s hierarchy of needs framework helps us understand both today’s shifts and the implications for markets. While capital was flowing towards the top of...