Rob Dower

2017 Q2 Comments from the Chief Operating Officer

UK academics working at the London Business School (LBS) produced a book about 15 years ago called Triumph of the Optimists, comparing 101 years of...

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2017 Q2

Insights categories - Markets and economy

The economics of taxation

By Sandy McGregor on 20 Jul 2017

Reading time: 11 mins

An efficient tax system is a necessary feature of a modern state. Taxes have always been a focus of political concern, even when, by modern standards...

Insights category - companies

Barclays Group Africa: Seizing the opportunity

By Simon Raubenheimer on 20 Jul 2017

Reading time: 9 mins

Earlier this quarter our clients had the chance to participate in a rare opportunity: on 31 May 2017, UK-based Barclays PLC announced the sale of 33.7% of BG...

Insights categories - Offshore investing

Tech stocks: Is history repeating itself?

By Ben Preston on 20 Jul 2017

Reading time: 8 mins

To cut through the suspense, let me admit up front that I’m not going to answer the question directly: we don’t find it productive to spend a lot of time...

Insights categories - Local investing

Striking a balance

By Claudia Del Fante and Radhesen Naidoo on 20 Jul 2017

Reading time: 11 mins

Where many investors define risk as the volatility of returns, or the risk of looking different, our focus is always on avoiding permanent loss of capital...

Insights categories - Retirement

The trick to retiring with enough

By Thandi Ngwane on 20 Jul 2017

Reading time: 6 mins

We are often asked by clients and prospective clients what the magic trick is that can turn a portion of your income into a comfortable retirement. It is har...

Insights categories - Corporate citizenship

Allan Gray Orbis Foundation update 2017

By Anthony Farr on 20 Jul 2017

Reading time: 11 mins

It may be useful to reflect for a moment how unlikely it is that a small island of less than three million people can so completely dominate sprinting, the...

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