Finding opportunities during times of uncertainty
Recent global events, from the Russia-Ukraine war and rising inflation and interest rates to the UK government crisis, have heightened market uncertainty and eroded investor confidence. Tapologo Motshubi shares an overview of the domestic market and explores the prospects on offer in the current environment.
All insights
Are inflation-beating returns on the horizon for money market investors in 2023?
The 2022 calendar year was undeniably one of meaningful financial market upheaval, worsened by negative portfolio returns of a quantum that many investors ha...
Five investment lessons from the last 20 years… for the next 20 years
Dan Brocklebank, head of UK operations at our offshore partner, Orbis, reflects on five lessons from the past two decades that investors can draw on to impro...
Was 2022 a secular turning point and if so, what does it mean for the years ahead?
In a complex environment of tight financial conditions, it is important to remember that successful investing involves not solely aiming to generate...
Are you making the most of your tax-free investment account?
Tamryn Lamb and Twanji Kalula unpack the pros and cons of using tax-free investment accounts over the long term and explain how they can be used to complemen...
Economic update: A post-pandemic new normal
2022 saw a massive appreciation of the US dollar against all other currencies and the highest inflation since the early 1980s. These trends, which so dominat...
The great misallocation
The days of the ‘Everything bubble’ are long gone, but where are we in the latest boom-bust cycle? While they all follow a similar pattern, the current cycle...
Navigating the ‘Great Misallocation’
Matthew Spencer, from our offshore partner, Orbis, reflects on the current global market environment and how portfolios are positioned to reap the benefits o...