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2021 Q4
The transition into the post-pandemic world
It is remarkable the extent to which the future is hidden from us. We all conduct our lives largely in terms of our experiences in the recent past, assuming...
The trouble with municipalities
The extensive infrastructure needs of South African municipalities provide an opportunity for long-term bond investors – such as retirement funds – to help...
Orbis: President’s letter 2021
In his inaugural president’s letter, Adam Karr, from our offshore partner, Orbis, shares some thoughts about himself, the path forward for Orbis, the market...
How to apply “cathedral thinking” in your investment approach
The prolonged stress of the pandemic has heightened many investors’ focus on the now, interfering with the ability to make sound decisions that improve the...
Could you survive on less than a third of your income in retirement?
Despite taking steps to save, millions of South Africans are at risk of having to make significant lifestyle-related downgrades when they are no longer...
Allan Gray Orbis Foundation: Entrepreneurship for the common good – despite COVID-19 barriers
Yogavelli Nambiar, CEO of the Foundation, takes us through the highs and lows of another pandemic-affected year.
2021 Q4 Comments from the Chief Operating Officer
I was recently reminded about a project initiated in 2014 by Scottish artist Katie Paterson. Termed “Future Library”, the aim is that a...