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Insights categories - Offshore investing

The conflict between price and fundamentals

By Stefan Sommerville on 19 May 2025

Reading time: 3 mins

President Trump’s announcement of a sweeping array of reciprocal tariffs on 2 April rocked stock markets globally and sent US shares tumbling. While “Liberat...

Insights categories - Markets and economy

Tariffs: The stealth tax

By Sandy McGregor on 06 May 2025

Reading time: 8 mins

On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....

Insights categories - Offshore investing

Orbis Global Balanced: Defensively positioned to deliver long-term returns

By Alec Cutler and Rob Perrone on 06 May 2025

Reading time: 4 mins

The Orbis SICAV Global Balanced Fund remains cautiously positioned with severe underweight exposure to the US dollar compared to its benchmark. Alec Cutler a...

Insights categories - Investment insights

SA listed property: The appeal of fixed assets in an uncertain world

By Siphesihle Zwane on 25 Apr 2025

Listening time: 53 mins

In South Africa, listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade due...

Insights categories - Personal investing

These habits could change the way you invest

By Tshimologo Maputla on 24 Apr 2025

Reading time: 6 mins

A clear and disciplined mindset is a contributing factor to a successful investment journey. Tshimologo Maputla shares seven essential habits for investing,...

Insights categories - Developing you advice business

Insights into the Adviser Barometer 2024/25: Structuring client propositions and investment advice

By Taryn Duncan on 14 Apr 2025

Viewing time: 75 mins

As the independent advice landscape continues to evolve, shaped by regulatory pressures, technological advancements and the realities of running a business i...

Insights categories - Developing you advice business

2025 Budget highlights

By Meagan Fraser on 26 Mar 2025

Viewing time: 6 mins

While much of the attention in the 2025 Budget was on Finance Minister Enoch Godongwana’s contentious proposal to increase value-added tax (VAT), there were...

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