Rob Formby
Quarterly Commentary

2022 Q1 Comments from the Chief Operating Officer

Over the past quarter, the Russia-Ukraine conflict has dominated our minds, eclipsing lingering COVID-19 concerns and increasing the inflationary heat...

Read more

What has gone wrong with Naspers?

By Tim Acker on 26 Apr 2022

viewing time: 12 mins

For many years, Naspers was the star performer of the South African stock market. The onset of COVID-19 drove the Naspers and Tencent share prices to new...

Banking on green shoots at Nedbank

By Siphesihle Zwane on 26 Apr 2022

viewing time: 7 mins

Siphesihle Zwane discusses the green shoots emerging at Nedbank and explains why they may reward investors who have enough conviction to stay the course.

Is there value in our investment style?

By Grant Pitt on 26 Apr 2022

viewing time: 10 mins

Understanding your investment manager’s style may give you a deeper appreciation of how they will perform in different circumstances, and therefore help you...

Orbis Global Balanced: Russia-Ukraine conflict accelerates market shifts

By Alec Cutler on 26 Apr 2022

viewing time: 13 mins

Russia’s invasion of Ukraine is a painful reminder that there is more to life than markets, and our concern goes out to the people suffering. As investors, o...

Should I invest 45% of my portfolio offshore?

By Earl Van Zyl on 26 Apr 2022

viewing time: 11 mins

In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...

How SARS has changed tax for annuitants

By Carrie Norden on 26 Apr 2022

viewing time: 11 mins

The South African Revenue Service recently changed the way tax is calculated for living annuitants. Carrie Norden discusses the rationale behind this change...

Should rules of thumb be used to plan for retirement?

By Thandi Skade on 26 Apr 2022

viewing time: 9 mins

There are several rules of thumb that are referred to in investing. Many of them have become widely accepted standards for determining how much to save for...

Categories

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.