Rob Formby

2022 Q1 Comments from the Chief Operating Officer

Over the past quarter, the Russia-Ukraine conflict has dominated our minds, eclipsing lingering COVID-19 concerns and increasing the inflationary heat...

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2022 Q1

Insights category - companies

What has gone wrong with Naspers?

By Tim Acker on 26 Apr 2022

Reading time: 12 mins

For many years, Naspers was the star performer of the South African stock market. The onset of COVID-19 drove the Naspers and Tencent share prices to new...

Insights category - companies

Banking on green shoots at Nedbank

By Siphesihle Zwane on 26 Apr 2022

Reading time: 7 mins

Siphesihle Zwane discusses the green shoots emerging at Nedbank and explains why they may reward investors who have enough conviction to stay the course.

Insights categories - Investment insights

Is there value in our investment style?

By Grant Pitt on 26 Apr 2022

Reading time: 10 mins

Understanding your investment manager’s style may give you a deeper appreciation of how they will perform in different circumstances, and therefore help you...

Insights categories - Offshore investing

Orbis Global Balanced: Russia-Ukraine conflict accelerates market shifts

By Alec Cutler on 26 Apr 2022

Reading time: 13 mins

Russia’s invasion of Ukraine is a painful reminder that there is more to life than markets, and our concern goes out to the people suffering. As investors, o...

Insights categories - Personal investing

Should I invest 45% of my portfolio offshore?

By Earl Van Zyl on 26 Apr 2022

Reading time: 11 mins

In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...

Insights categories - Personal investing

How SARS has changed tax for annuitants

By Carrie Norden on 26 Apr 2022

Reading time: 11 mins

The South African Revenue Service recently changed the way tax is calculated for living annuitants. Carrie Norden discusses the rationale behind this change...

Insights categories - Personal investing

Should rules of thumb be used to plan for retirement?

By Thandi Skade on 26 Apr 2022

Reading time: 9 mins

There are several rules of thumb that are referred to in investing. Many of them have become widely accepted standards for determining how much to save for...

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