Rob Formby
Quarterly Commentary

2020 Q1 Comments from the Chief Operating Officer

This is the 80th edition of our Quarterly Commentary, which was launched in the first quarter of 2000. Each issue has been printed and sent to you via...

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The world after the COVID-19 pandemic

By Sandy McGregor on 23 Apr 2020

reading time: 11 mins

We are witnessing a global economic collapse without precedent in modern times. As investors we must think about what the world will look like when the...

Positioning our portfolios for growth beyond COVID-19

By Andrew Lapping on 23 Apr 2020

reading time: 12 mins

The speed at which the financial market swings from despair to elation is astounding. The past few months have seen no shortage of mood swings as investors...

Orbis: Turn away from the noise and look to the long term

By Ben Preston on 23 Apr 2020

reading time: 9 mins

Much has been written about the emotional cycle of fear and greed in investing. Both panic and excessive optimism can create extraordinary opportunities for...

COVID-19: Looking to history to understand potential outcomes

By Stephan Bernard on 09 Apr 2020

reading time: 7 mins

With much of the world in lockdown, one wonders whether it is appropriate to draw on past analogies in thinking about what lies ahead. However, every prior...

Optimism in a time of distress

By Lise-Mari Crafford on 23 Apr 2020

reading time: 9 mins

As we pull together as a nation struggling to come to terms with the health and financial crises we face, is there any room at all for optimism? Lise-Mari...

Avoid "hot thinking" when it comes to your investments

By Nomi Bodlani on 23 Apr 2020

reading time: 5 mins

The markets have plunged in the face of COVID-19. The temptation to disinvest and wait on the sidelines for things to improve is real. But is this a form of...

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