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2019 Q2
Trade wars
In recent months, we have observed increasing uncertainty and concern among our clients about what impact rising international tensions, particularly the tra...
Is it 2002 all over again? Not quite
Domestically focused shares that are exposed to the local economy have underperformed the overall market. Duncan Artus investigates whether the current...
Orbis: enthusiasm for the portfolio
Contrarian investing is a strange profession. When things are going well, you can look like a magician – earning extraordinary returns while others flounder....
Don't let your hard-earned savings go unclaimed
According to reports, more than R17bn lies potentially unclaimed in unit trusts and policies. Tim Molloy explains how you can ensure this doesn’t happen to...
Should you take investment advice from family and friends?
Your friends and family may offer you financial advice with good intentions, but you should be wary of basing your investment decisions purely on stories...
Allan Gray Orbis Foundation: Nurturing high-impact individuals
The focus of the Allan Gray Orbis Foundation is to cultivate an entrepreneurial mindset in South African youth. But this is not merely about producing...
2019 Q2 Comments from the Chief Operating Officer
You’ve probably heard the saying, “if you don’t stand for something, you’ll fall for anything”. This modern proverb is as true for investing as it is...