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Insights categories - Offshore investing

Beyond the US: Separating the signals from the noise

By Tim Acker on 19 Nov 2024

Listening time: 50:20

The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on...

Insights category - companies

Consumer staples: Should they be portfolio staples?

By Kamal Govan on 31 Oct 2024

Reading time: 9 mins

Everyone is familiar with consumer staples – e.g. groceries, beverages, home and personal care items – and many have a strong affinity for the underlying...

Insights categories - Offshore investing

Trustless, rustless, shiny and tiny: The investment case for gold

By Alec Cutler on 31 Oct 2024

Reading time: 9 mins

Gold-related securities are among the top holdings of our offshore partner Orbis' multi-asset strategies.

Insights categories - Retirement

What you need to know about two-pot withdrawals and tax

By Carla Rossouw on 31 Oct 2024

Reading time: 9 mins

The highly anticipated two-pot retirement system came into effect on 1 September 2024. There has been significant activity across the retirement fund industr...

Insights categories - Retirement

Taking stock of two-pot: A trustee’s perspective

By Richard Carter on 31 Oct 2024

Reading time: 12 mins

All South African retirement funds have been impacted by the recent introduction of the two-pot retirement system.

Insights categories - Local investing

Expanding our range with the Allan Gray Interest and Income funds

By Vuyo Mroxiso on 31 Oct 2024

Reading time: 11 mins

We have recently introduced two new funds to our offering – the Allan Gray Interest Fund and Allan Gray Income Fund. The addition of these funds broadens our...

Insights category - companies

Putting heads in beds: Checking in on the hospitality sector

By Varshan Maharaj on 31 Oct 2024

Reading time: 10 mins

It has been said that travel is the only thing that one buys that makes you richer. Consumers seem to agree with this sentiment, evidenced by an increasing...

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