Rob Dower

2017 Q1 Comments from the Chief Operating Officer

Turkey’s President Erdoğan has recently won a controversial referendum to expand his executive powers and extend his maximum term by 10 years. The UK...

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2017 Q1

Insights categories - Markets and economy

Nigeria: Finding opportunities where others fear to tread

By Andrew Lapping on 31 Mar 2017

Reading time: 11 mins

Wow, that valuation changed quickly! A few years ago investors were very excited about investing in Africa outside of South Africa. People spoke of Africa...

Insights categories - Markets and economy

Should you have bonds in your portfolio?

By Mark Dunley-Owen on 31 Mar 2017

Reading time: 9 mins

Bonds are boring, or so the saying goes. A better interpretation is that bond returns are less volatile than equity returns, most of the time...

Insights categories - Offshore investing

Orbis: Are there any bargains out there?

By William Gray and Jeremie Teboul on 31 Mar 2017

Reading time: 10 mins

Since 1990, the Orbis Global Equity Fund’s investment mandate has been to seek higher returns than the average of the world’s equity markets, without greater...

Insights categories - Personal investing

How to combat the budget pinch

By Carla Rossouw on 31 Mar 2017

Reading time: 7 mins

Some weeks have passed since former Finance Minister Pravin Gordhan’s Budget speech, but we are only just beginning to feel the pinch. Carla Rossouw discusse...

Insights categories - Retirement

Introducing the Allan Gray Umbrella Retirement Fund 2017

By Nazia Kahlon and Saleem Sonday on 31 Mar 2017

Reading time: 11 mins

Group savings should be an extremely efficient way to prepare for a comfortable retirement. Nazia Suleman and Saleem Sonday discuss how Allan Gray plans to...

Insights categories - Personal investing

When is a debit order the better option?

By Bekithemba Mafulela on 31 Mar 2017

Reading time: 5 mins

When you think about starting a new investment there are two ways to approach it: either you invest in one go with a lump sum or you do recurring investments...

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