Rob Formby
Quarterly Commentary

2018 Q4 Comments from the Chief Operating Officer

2018 was a difficult year for local investors, with the FTSE/JSE All Share Index (ALSI) delivering -8.5%.This result caught many investors off guard...

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South Africa's fiscal dilemma

By Sandy McGregor on 25 Jan 2019

reading time: 11 mins

Faced with sky-high debt, a stagnant economy and disappointing tax collections, South Africa is on an unsustainable fiscal path. Difficult choices have to be...

Is it time to invest in listed property?

By Mark Dunley-Owen on 25 Jan 2019

reading time: 10 mins

There is a perception that we do not regard listed property as an attractive investment for our clients. This is not the case. It is, however, true that our...

Orbis: Positioning portfolios for long-term performance

By William Gray on 25 Jan 2019

reading time: 5 mins

William Gray, from our offshore partner, Orbis, reviews Orbis’s recent performance and discusses their investment approach in the current environment.

Simplifying offshore investing

By Julie Campbell on 25 Jan 2019

reading time: 11 mins

Over the years, South African exchange control regulations, which limit the amount that you can transfer or invest abroad, have been relaxed considerably. Th...

The trouble with switching

By Mthobisi Mthimkhulu on 25 Jan 2019

reading time: 8 mins

During periods of underperformance, even the most experienced investors get tempted to switch funds in search of better returns. However, switching funds in...

Allan Gray Orbis Foundation: Reflection for acceleration

By Yogavelli Nambiar on 25 Jan 2019

reading time: 12 mins

The mission of the Allan Gray Orbis Foundation is to cultivate the entrepreneurial potential of young South Africans, which can also lead to success in many...

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