Latest articles

WATCH : Orbis Global Equity: Navigating risk and reward

By Matthew Spencer and Stanley Lu on 17 Nov 2021

viewing time: 8 mins

At a recent investment update via Zoom webinar, Matthew Spencer and Stanley Lu, from our offshore partner, Orbis, reviewed the Orbis Global Equity Fund’s...

Why do the Sustainable Development Goals matter in investing?

By Vuyo Nogantshi on 11 Nov 2021

viewing time: 9 mins

In September 2015, the 193 member states of the United Nations unanimously adopted the 17 Sustainable Development Goals and the UN’s 169 targets to achieve...

Orbis: Inflation – the bottom-up case for caution

By Rob Perrone on 09 Nov 2021

viewing time: 7 mins

If headlines are to be believed, people are gravely concerned that inflation will rise. If market prices are to be believed, people are quietly convinced tha...

WATCH : It’s the price you pay that matters

By Rory Kutisker-Jacobson on 21 Oct 2021

viewing time: 4 mins

As investors we shouldn’t pretend we operate in a vacuum that is nicely insulated from the prevailing macroeconomic and political trends. However, it is...

Economic recovery accompanied by a surge in inflation

By Sandy McGregor on 15 Oct 2021

viewing time: 4 mins

With increasing vaccinations economic activity is returning to pre-pandemic levels and, while there may be further waves of infection, governments are learni...

How to do long term

By Morgan Housel on 11 Oct 2021

viewing time: 8 mins

Adopting a long-term mindset sits at the heart of our investment philosophy. But what does it really mean and how can one do this effectively?

Africa market bond exposure: Understanding the risks and opportunities

By Londa Nxumalo on 11 Oct 2021

viewing time: 11 mins

Is it worth taking on a bit more risk to achieve potential return? Londa Nxumalo explains the relationship between risk and return in the fixed income contex...

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