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Articles tagged as "COVID-19"

Are you sitting on savings you could be investing?

By Nomi Bodlani on 30 Oct 2020

The COVID-19 pandemic has affected people's finances in very different ways. While it has highlighted the need for emergency savings as a buffer against toug...

The dangers of printing money

By Sandy McGregor on 16 Oct 2020

Modern Monetary Theory, or MMT as it is often called, is a new term for an old idea. Its proponents argue that a state which issues fiat money does not have ...

Do fundamentals still matter?

By Rory Kutisker-Jacobson on 15 Sep 2020

There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the...

Look in, reach out

By Tamryn Lamb on 27 Aug 2020

Internationally acclaimed life coach, author, motivational speaker, and entrepreneur, Valorie Burton, explores how we can develop strength and resilience...

Lessons from lockdown

By Tamryn Lamb on 19 Aug 2020

It is often said that challenges enable us to discover things about ourselves that we didn’t know. If this is true, 2020 has undoubtedly been a year of...

Searching for value amid Africa’s disappointing equity returns

By Rory Kutisker-Jacobson on 11 Aug 2020

International equity markets have recovered sharply from the March lows, however African markets made only a modest recovery. As the continent’s leaders face...

Equity Fund update: Investing amid extreme price moves

By Jacques Plaut on 24 Jul 2020

The second quarter of 2020 saw further extreme moves in equities. An intraday price move of 20% is a rare event, especially for a large company. In the month...

COVID-19 continues to rock the global economy

By Sandy McGregor on 10 Jul 2020

It seems that, with a few exceptions, such as the southern United States, in the Northern Hemisphere the COVID-19 pandemic is well past its peak. Lockdowns a...

Orbis: Tech opportunities rise in the East

By John Christy and Stanley Lu on 03 Jul 2020

Technology stocks have performed remarkably well in recent years and particularly amid the COVID-19 pandemic. John Christy and Stanley Lu, from our offshore...

Philanthropy response to COVID-19

By Anthony Farr on 01 Jul 2020

The COVID-19 crisis has resulted in an urgent and massive need for humanitarian and economic support for communities and enterprises, and the philanthropic...

Do you have an emergency fund?

By Noluyolo Betela on 01 Jul 2020

By proactively building emergency reserves, you will be able to respond to life’s crises without compromising your financial standing, or taking on expensive...

The framing fallacy

By Rory Kutisker-Jacobson on 01 Jul 2020

We humans are fallible creatures who suffer from several cognitive biases. Using the COVID-19 pandemic as an example, Rory Kutisker-Jacobson highlights how...

COVID-19 cracked the crystal ball

By Tamryn Lamb on 22 Jun 2020

Investors and their advisers continue to grapple with the question of what life, and indeed the world economy, will look like in the next one to three years....

How to manage your living annuity in uncertain times

By Shaun Duddy on 17 Jun 2020

Presenting via Zoom webinar, Shaun Duddy discusses the “Rule Book” for managing your living annuity over the long term and interrogates whether these rules...

Take charge of your finances during COVID-19

By Leaveil Des Fountain on 17 Jun 2020

As we think about the day-to-day impact of the COVID-19 pandemic on our families, friends, colleagues and communities, it’s easy to lose sight of our long-te...

Part 1: Staying future focused amid a global pandemic

By Nomi Bodlani on 09 Jun 2020

As world leaders grapple with the broader challenges brought on by the COVID-19 pandemic, it has become apparent that the socioeconomic consequences will...

Part 2: How to recalibrate your budget in the wake of COVID-19

By Tamryn Lamb on 09 Jun 2020

As we all long for the life we had before COVID-19, are there any adjustments from the life that’s been thrust upon us that should be incorporated? Tamryn La...

Do South African banks offer value in a COVID-19 battered world?

By Tim Acker on 09 Jun 2020

As South African banks re-evaluate their models to deal with the potential implications of the coronavirus pandemic and take proactive steps to minimise the...

Part 4: How to invest to be crisis ready

By Stephan Bernard on 09 Jun 2020

COVID-19 has driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to hav...

Part 3: How to be a resilient investor

By Lise-Mari Crafford on 09 Jun 2020

To be a successful investor, you need to understand what you are getting yourself into upfront, make sure you are comfortable, and then buckle in for the rid...

Part 5: Why every investor needs an independent adviser right now

By Cedrick Pila on 09 Jun 2020

Investors are panicked and who can blame them? The market volatility has persuaded some to run for the hills and never look back, while others may be tempted...

Managing your living annuity in an uncertain world

By Earl Van Zyl on 02 Jun 2020

In response to the dramatic impact that measures to contain COVID-19 have had on asset prices, National Treasury has announced temporary changes to living...

Look after your financial health during COVID-19

By Lettie Mzwinila on 02 Jun 2020

With the COVID-19 pandemic spreading across the globe, remaining healthy is naturally top of mind. While we are all prioritising the health and wellbeing of...

COVID-19: Portfolio, economic and investment update

By Duncan Artus on 01 Jun 2020

During February and March, we were active in both the local equity and fixed income markets. This activity reduced during April and May, as we believed the...

Do bonds offer opportunity in a post COVID-19 world?

By Londa Nxumalo on 28 May 2020

As investors we must think about what the world will look like when the pandemic has passed, and what asset classes offer opportunity. Presenting via Zoom...

The monetary and fiscal response to the COVID-19 crisis

By Sandy McGregor on 27 May 2020

The Coronavirus pandemic has caused a massive disruption of global economic activity without peacetime precedent. In a presentation via Zoom webinar, Sandy...

Q&A: Understanding the economic context in which we must invest

By Grant Pitt on 27 May 2020

As investors, we must understand the economic consequences of COVID-19 and the impact on different asset classes. Grant Pitt, joint head of Institutional...

Q&A with Allan Gray and Orbis: Investing beyond COVID-19

By Tamryn Lamb on 26 May 2020

While financial market volatility as a result of COVID-19 is expected to continue over the short term, the investment teams at Allan Gray and Orbis are focus...

Investing during lockdown and beyond

By Duncan Artus on 25 May 2020

Sometimes in investing, the best thing to do is nothing. In a presentation to advisers and clients via Zoom webinar, Duncan Artus examined the levels and...

Orbis: Resilience and enthusiasm at a time of uncertainty

By Matthew Spencer on 25 May 2020

In a presentation to advisers and clients via Zoom webinar, Matthew Spencer, from our offshore partner Orbis, discusses the disappointing recent performance ...

Perspectives and portfolio positioning amid COVID-19

By Andrew Lapping on 08 May 2020

The world as we know it has changed dramatically over the last two months, with the COVID-19 pandemic and lockdown strategies causing extreme volatility on t...

Orbis: Keeping a clear head during the COVID chaos

By Alec Cutler on 08 May 2020

2020 has proven to be a year of many firsts, for all the wrong reasons, resulting in much uncertainty. Presenting to clients via Zoom webinar, Alec Cutler,...

Opinion: Counting the economic cost of South Africa’s lockdown

By Andrew Lapping on 07 May 2020

As South Africans, we want our country to prosper and the quality of life for all those living within our borders to improve. Millions live in total poverty...

Orbis: Lesson from the past

By Adam Karr on 06 May 2020

In this seven-minute video, Orbis portfolio manager, Adam Karr, draws on lessons learned in previous market crises to discuss the current environment and som...

Orbis: The importance of preparation

By William Gray on 06 May 2020

In this six-minute video, Orbis' president and head of the investment team, William Gray, discusses the impact of COVID-19 on the firm and the importance of...

Orbis: Turn away from the noise and look to the long term

By Ben Preston on 23 Apr 2020

Much has been written about the emotional cycle of fear and greed in investing. Both panic and excessive optimism can create extraordinary opportunities for...

The world after the COVID-19 pandemic

By Sandy McGregor on 23 Apr 2020

We are witnessing a global economic collapse without precedent in modern times. As investors we must think about what the world will look like when the...

COVID-19: Is there long-term value in frontier markets?

By Rory Kutisker-Jacobson on 23 Apr 2020

At the time of publication, roughly one-third of the world’s population is living under lockdown regulations as a result of the COVID-19 pandemic. In many...

Avoid "hot thinking" when it comes to your investments

By Nomi Bodlani on 23 Apr 2020

The markets have plunged in the face of COVID-19. The temptation to disinvest and wait on the sidelines for things to improve is real. But is this a form of...

Positioning our portfolios for growth beyond COVID-19

By Andrew Lapping on 23 Apr 2020

The speed at which the financial market swings from despair to elation is astounding. The past few months have seen no shortage of mood swings as investors...

Optimism in a time of distress

By Lise-Mari Crafford on 23 Apr 2020

As we pull together as a nation struggling to come to terms with the health and financial crises we face, is there any room at all for optimism? Lise-Mari...

Orbis: Performance and positioning during COVID-19

By Radhesen Naidoo on 17 Apr 2020

There has been little else to talk about as COVID-19 dominates world headlines. Globally, everyone is trying to evaluate the real impact the pandemic will ha...

Managing your portfolio through COVID-19

By Marise Bester on 13 Apr 2020

In just a matter of weeks our world has changed dramatically. In an attempt to make sense of it all, we look for information that will provide us with a sens...

COVID-19: Looking to history to understand potential outcomes

By Stephan Bernard on 09 Apr 2020

With much of the world in lockdown, one wonders whether it is appropriate to draw on past analogies in thinking about what lies ahead. However, every prior...

Resilience and reinvention: The business currency for COVID-19

By Saleem Sonday on 09 Apr 2020

The impact of the COVID-19 pandemic on small and big businesses will undoubtedly linger for months to come. And while the uncertainty is daunting, an...

What happens to your retirement savings if your company shuts its doors?

By Saleem Sonday on 09 Apr 2020

What are employees’ rights and responsibilities when it comes to retirement savings if a company faces closure during the COVID-19 pandemic?

COVID-19: Q&A with Allan Gray portfolio managers

By Tamryn Lamb on 08 Apr 2020

With many countries in lockdown, uncertainty prevails. Against this backdrop, many clients are asking for our views on the economic impact, an update on our...

How to cope with the trauma of the COVID-19 crisis

By Mthobisi Mthimkhulu on 06 Apr 2020

And so the three-week lockdown is underway. While it feels like surely this must be a bad dream from which we will soon awake, it is our new reality.

COVID-19: Supporting umbrella fund members through the lockdown

By Saleem Sonday on 25 Mar 2020

As we enter into lockdown, Saleem Sonday, head of group savings and investments, reassures umbrella fund members that the trustees continue to ensure that...

COVID-19: Evaluating market risk versus opportunity

By Duncan Artus on 25 Mar 2020

We have managed our portfolios through a range of different crises since 1974. Over the last 20 years, the dotcom collapse in 2001/02, the global financial...

COVID-19: We remain open for you during the lockdown

By Tamryn Lamb on 25 Mar 2020

As we enter into lockdown, Tamryn Lamb, head of retail distribution, reassures investors that we are open during this most unsettling time. She also provides...

Allan Gray will continue to operate during the COVID-19 lockdown

By Rob Formby on 24 Mar 2020

Following President Cyril Ramaphosa’s announcement of a 21-day country-wide lockdown as of midnight on 26 March 2020, we would like to reassure you that Alla...

Our commitment to business continuity during COVID-19

By Rob Formby on 17 Mar 2020

With so much uncertainty in the markets as a result of the COVID-19 coronavirus, we recognise the importance of being available to our clients.

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