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2023 Q2
The prospects for global growth
The post-pandemic bounce back of the global economy is losing momentum, and many fear that developed economies may slip into recession.
Currency dynamics and returns in emerging and frontier markets
Rami Hajjar considers currency dynamics in emerging and frontier markets, focusing on how currency impacts returns, and how we think about this factor when...
The equity core that powers our business
As we celebrate our 50th anniversary this year, we naturally reflect on the history of the firm and the important milestones we reached along the way. Nick...
Orbis Global Equity: Value in a changing Japan
Optically, Japan has not been an attractive investment destination over the last 30 years. However, Brett Moshal, from our offshore partner, Orbis, illustrat...
Retirement annuities still work
Planning well for retirement is essential to ensure your long-term financial well-being. One key aspect of retirement planning is choosing the product, or...
Risk: An essential ingredient for real long-term returns
When it comes to investing, no investor wants to lose money. In fact, as humans, we have a built-in aversion to loss. Unfortunately, by overly focusing on...
2023 Q2 Comments from the Chief Operating Officer
Milestones naturally provide an opportunity for both reflection and prospection: It is always insightful looking back on lessons learnt, considering...