Articles tagged as "JSE"
Optimal Fund: Muted returns conceal a sharp rise in volatility
Coming off record-breaking outperformance in the previous year, the first quarter of 2026 saw the JSE’s worst showing since 2008, underscoring how concentrat...
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...
Local investment update: Balancing caution and optimism
In recent years, South Africa’s numerous, well-known economic challenges have fuelled declining investor sentiment and led many to doubt the local market’s...
Governance update: It pays off to focus on executive remuneration
The landscape of executive remuneration continues to evolve and, as a result, we have refined our remuneration framework by developing a qualitative scorecar...
Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment
With rising global inflation and the possibility of a recession on the cards, investors are tasked with protecting their capital and looking for opportunitie...
Our take on the “shrinking” JSE
Several high-profile delistings over the recent past have spurred market commentators to discuss the JSE’s “slow death” in the context of a struggling local...
