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Articles tagged as "Banks"

Companies category

Barclays Group Africa: Seizing the opportunity

By Simon Raubenheimer on 20 Jul 2017

Earlier this quarter our clients had the chance to participate in a rare opportunity: on 31 May 2017, UK-based Barclays PLC announced the sale of 33.7% of BG...

Markets and economy

Nigeria: Finding opportunities where others fear to tread

By Andrew Lapping on 31 Mar 2017

Wow, that valuation changed quickly! A few years ago investors were very excited about investing in Africa outside of South Africa. People spoke of Africa...

Personal investing

What is a money market fund?

By Bekithemba Mafulela on 30 Sep 2016

Money market unit trusts, commonly referred to as ‘money market funds’, have become a synonym for safe, secure and reliable investments. You put your money i...

Offshore investing

Pursuing long-term returns without simply reaching for risk

By Ben Preston and Maurits Ovaa on 30 Sep 2016

Ben Preston and Maurits Ovaa explain why Orbis believes minimising losses is arguably more important than maximising gains at a time when many stock markets ...

Markets and economy

How to think about risk in Nigeria

By Nick Ndiritu on 11 Jul 2016

Our investment approach does not change even during periods of extreme market volatility. As always, we carefully consider investment opportunities where ris...

Companies category

Africa ex-SA Equity Fund: Finding value in Nigeria

By Andrew Lapping on 01 Apr 2016

The first quarter of the year was particularly volatile. The Africa ex-SA Equity Fund closed unchanged for the quarter, masking substantial intra-quarter mov...

Companies category

South African Banks: Do valuations support the risks?

By Mark Dunley-Owen on 31 Mar 2016

There has been much volatility in the banking sector over the last few months: Barclays is exiting Africa, Old Mutual may be selling its stake in Nedbank,...

Markets and economy

Investing in Africa defies a simple narrative

By Nick Ndiritu on 30 Sep 2015

Our Equity, Balanced and Stable Funds are allowed to invest up to 5% in Africa outside of South Africa. Some investors may choose to invest directly into...

Companies category

South African banks - Not just a bad debt story

By Jacques Plaut on 30 Sep 2009

Record-high bad debts are currently weighing on the banking sector. Typically, an industry experiencing depressed profits due to cyclical factors is a good...

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