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2022 Q2
Whither inflation?
In the past 12 months , global inflation has surged. Sandy McGregor discusses the increasingly turbulent response of the financial markets.
On the commodity boom and other South African fables (and foibles)
Just as the economic destruction from the COVID-19 pandemic rose to crisis levels, strong commodity export prices swept in to alleviate South Africa’s fiscal...
How do you cater for extreme events when constructing resilient multi-asset portfolios?
Gladness Rupare and Martine Damonse, who hosted panels with members of the Allan Gray and Orbis Investment teams, capture some of key questions and insights,...
Our approach to responsible investing
We are navigating an increasingly complex world in the wake of the pandemic and in the shadow of the Russia-Ukraine war. This brings to the forefront the...
Orbis Global Equity: The duration dislocation
In investing, risk and opportunity are two sides of the same coin. Graeme Forster from our offshore partner, Orbis, unpacks current distortions in the market...
What happens to your minor children when you die?
While undoubtedly the worst-case scenario to consider, as parents, we need to make sure our children’s needs are accounted for in the tragic event of our...
2022 Q2 Comments from the Chief Operating Officer
There has been no respite from the extreme events the world has had to face in the last six months, be it war, or closer to home, devastating flooding,...