Latest articles

The Stable Fund at 20

By Sean Munsie on 16 Oct 2020

reading time: 10 mins

With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...

Is your trust in your investment manager well placed?

By Nomi Bodlani and Tamryn Lamb on 16 Oct 2020

reading time: 12 mins

It has been a volatile six months in the markets, following a five-year period of disappointing equity returns. At times like these, it is understandable for...

Has your risk perception changed as a result of the market crisis?

By Marise Bester on 16 Oct 2020

reading time: 9 mins

Historically, deep economic shocks have prompted significant changes in investment and saving behaviour. During times of uncertainty, investors scramble to...

The dangers of printing money

By Sandy McGregor on 16 Oct 2020

reading time: 14 mins

Modern Monetary Theory, or MMT as it is often called, is a new term for an old idea. Its proponents argue that a state which issues fiat money does not have ...

Orbis: Finding an edge in tech

By Alec Cutler on 16 Oct 2020

reading time: 11 mins

The future of society and technology requires ever-increasing connectivity, data speeds, and computational power, and those improvements depend on ever more...

Naspers: It simply doesn’t add up

By Ruan Stander and Stefan Magnusson on 16 Oct 2020

reading time: 7 mins

The discount between Naspers’ share price and the value of its underlying assets has widened further and now looks quite extreme. Being a large holding in bo...

Prospects look promising

By Stephan Bernard and Radhesen Naidoo on 12 Oct 2020

reading time: 8 mins

Disappointing short-term performance has had a dampening effect on longer-term numbers. Looking at similar periods in our history provides useful context and...

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