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2026 Q1
Investing through disruption: Lessons from history for the age of AI
It is generally accepted that artificial intelligence (AI) is reshaping industries and society. However, this is not the first time we are experiencing a...
Dis-Chem: A great business at a great price?
Finding great businesses at a fair price is not always easy, especially given that the resource and banking sectors currently dominate the FTSE/JSE All Share...
Pan African Resources: The golden goose?
Locally listed gold miner Pan African Resources has long been one of our preferred exposures to the gold sector, and it has been a golden goose for our...
Higher discretionary allowance: The opportunity to invest more offshore
Thanks to the increase in the single discretionary allowance, from 17 April 2026, investors can use the Allan Gray Offshore Investment Platform and Allan Gra...
Orbis Global Equity: The art of adaptability in turbulent markets
Against a backdrop of heightened volatility, rapid advances in artificial intelligence and ongoing geopolitical tension, an adaptable, disciplined and...
Mind the gap
Periods of change are uncomfortable, but they are rarely unprecedented. Markets, economies, and geopolitical landscapes often swing between extremes. As...
Maximising new tax benefits to boost long-term investment outcomes
The 2026 National Budget, delivered on 25 February, offered good news for investors, with no major tax increases and stronger-than-expected revenue collectio...
2026 Q1 Comments from the Chief Operating Officer
The first quarter of 2026 reminded us that investors should always expect the unexpected. After a buoyant start to the year, a series of disquieting...