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2020 Q3
The dangers of printing money
Modern Monetary Theory, or MMT as it is often called, is a new term for an old idea. Its proponents argue that a state which issues fiat money does not have ...
The Stable Fund at 20
With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...
Naspers: It simply doesn’t add up
The discount between Naspers’ share price and the value of its underlying assets has widened further and now looks quite extreme. Being a large holding in bo...
Orbis: Finding an edge in tech
The future of society and technology requires ever-increasing connectivity, data speeds, and computational power, and those improvements depend on ever more...
Has your risk perception changed as a result of the market crisis?
Historically, deep economic shocks have prompted significant changes in investment and saving behaviour. During times of uncertainty, investors scramble to...
Is your trust in your investment manager well placed?
It has been a volatile six months in the markets, following a five-year period of disappointing equity returns. At times like these, it is understandable for...
2020 Q3 Comments from the Chief Operating Officer
As the economy opens under lockdown Level 1, we are starting to see a return to normality, while keeping a close watch on what is happening around...