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2025 Q1
Allan Gray Orbis Foundation: 20 years of purpose-driven impact
As the Allan Gray Orbis Foundation (AGOF) celebrates its 20th anniversary, Nontobeko Mabizela, chief executive officer, shares some of the philanthropy histo...
Tariffs: The stealth tax
On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....
A gear shift in electric vehicles?
Nearly 18 million passenger electric vehicles were sold globally in 2024, up from just 2 million in 2019, and rising from 2.4% to 21% of market share. Can th...
Orbis Global Balanced: Defensively positioned to deliver long-term returns
The Orbis SICAV Global Balanced Fund remains cautiously positioned with severe underweight exposure to the US dollar compared to its benchmark. Alec Cutler a...
How to invest in a volatile market
The recent sharp declines in global stock markets following US President Donald Trump’s declaration of “Liberation Day”, and the volatility that ensued, have...
A phased approach to your retirement journey
For most of us, retirement planning represents the longest and most important personal finance project we will undertake. This has become more pronounced in...
2025 Q1 Comments from the Chief Operating Officer
“There’s absolutely no place for certainty in the world of investing, and that’s particularly true at turning points and during upheavals.”...