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2021 Q3
Lebanon’s financial collapse
On 17 October 2019, angry demonstrators took to the streets of Lebanon to protest a US$6 per month WhatsApp communication tax. Little did they know that the...
Africa market bond exposure: Understanding the risks and opportunities
Is it worth taking on a bit more risk to achieve potential return? Londa Nxumalo explains the relationship between risk and return in the fixed income contex...
Orbis: Our perspective on developed market bond yields
Bonds are typically included in an investment portfolio to provide diversification and deliver yield. Developed market bonds are currently offering much lowe...
Key questions that advisers and clients are asking
Uncertainty is a fact of life, and ever present in investing. There are times, however, when uncertainty seems to dominate sentiment and news flow – and...
How to make investing for retirement feel less like a sacrifice
With all the financial demands of present-day life, it can be difficult to stay focused on investing for our longer-term financial goals. Balancing the...
Orbis: The three stages of recent performance explained
The past quarter has been painful. After an encouraging start to the year, the performance of our offshore partner, Orbis, has been impeded by its exposure t...
How to do long term
Adopting a long-term mindset sits at the heart of our investment philosophy. But what does it really mean and how can one do this effectively?
2021 Q3 Comments from the Chief Operating Officer
Even as vaccine roll-outs gather pace globally, and some countries begin to open up, the “what happens next?” question looms large. According...