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Articles tagged as "QC4 2025"

Insights categories - Personal investing

The compounding power of micro wins

By Thandi Skade on 10 Feb 2026

Reading time: 4 mins

Compounding is usually discussed and understood in financial terms, but is the effect of compounding behaviour equally powerful? Thandi Skade looks at three...

Insights category - companies

AB InBev: Catching up over a beer

By Jithen Pillay on 10 Feb 2026

Reading time: 4 mins

Jithen Pillay outlines the reasons behind the relative underperformance of Anheuser-Busch InBev (ABI), implications for the company’s prospects, and our late...

Insights categories - Personal investing

The long-term benefits of maximising your retirement fund contributions

By Carla Rossouw on 10 Feb 2026

Reading time: 4 mins

Retirement funds offer valuable annual tax benefits, but these are lost if you do not act each year. Conversely, if you exceed the annual limits, there is no...

Insights categories - Markets and economy

Tipping point or false dawn? South Africa’s defining question

By Raine Adams on 10 Feb 2026

Reading time: 4 mins

Raine Adams unpacks progress on South Africa’s reform agenda and infrastructure rehabilitation, noting that momentum could accelerate if reform alignment and...

Quarterly Commentary home page

2025 Q4 Comments from the Chief Operating Officer

By Mahesh Cooper on 10 Feb 2026

Reading time: 2 mins

Last year was categorised by market-moving headlines, shifts in the global monetary order, divergent monetary policy, AI flexing its muscle, and gold regaini...

Insights categories - Offshore investing

Orbis: President’s letter 2025

By Adam R. Karr on 10 Feb 2026

Reading time: 4 mins

In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, reviews the strong performance of the Orbis portfolios over the past 12...

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