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2020 Q2
The framing fallacy
We humans are fallible creatures who suffer from several cognitive biases. Using the COVID-19 pandemic as an example, Rory Kutisker-Jacobson highlights how...
Dialling in to the mobile network operators
MTN has underperformed the FTSE/JSE All Share Index (ALSI) significantly over the last five years. It has been one of our largest underweights compared to ou...
Do South African banks offer value in a COVID-19 battered world?
As South African banks re-evaluate their models to deal with the potential implications of the coronavirus pandemic and take proactive steps to minimise the...
Orbis: Tech opportunities rise in the East
Technology stocks have performed remarkably well in recent years and particularly amid the COVID-19 pandemic. John Christy and Stanley Lu, from our offshore...
Do you have an emergency fund?
By proactively building emergency reserves, you will be able to respond to life’s crises without compromising your financial standing, or taking on expensive...
Philanthropy response to COVID-19
The COVID-19 crisis has resulted in an urgent and massive need for humanitarian and economic support for communities and enterprises, and the philanthropic...
2020 Q2 Comments from the Chief Operating Officer
When I wrote my comments in mid-April, we were just about one month into lockdown. We have now passed 100 days, with the health and economic crises...