Tariffs: The stealth tax
On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order. Global share markets sold off massively. Clearly, investors are concerned by what many regard as a totally irrational policy initiative. Such an emotive topic is best understood through the history of tariffs, expounded by Sandy McGregor, who touches on why they were discarded as an economic tool and why Trump wishes to reinstate them.
All insights
How to invest in a volatile market
The recent sharp declines in global stock markets following US President Donald Trump’s declaration of “Liberation Day”, and the volatility that ensued, have...
Tariffs: The stealth tax
On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....
Orbis Global Balanced: Defensively positioned to deliver long-term returns
The Orbis SICAV Global Balanced Fund remains cautiously positioned with severe underweight exposure to the US dollar compared to its benchmark. Alec Cutler a...
Allan Gray Orbis Foundation: 20 years of purpose-driven impact
As the Allan Gray Orbis Foundation (AGOF) celebrates its 20th anniversary, Nontobeko Mabizela, chief executive officer, shares some of the philanthropy histo...
A phased approach to your retirement journey
For most of us, retirement planning represents the longest and most important personal finance project we will undertake. This has become more pronounced in...
A gear shift in electric vehicles?
Nearly 18 million passenger electric vehicles were sold globally in 2024, up from just 2 million in 2019, and rising from 2.4% to 21% of market share. Can th...
SA listed property: The appeal of fixed assets in an uncertain world
In South Africa, listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade due...