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2022 Q4
The threat of greylisting
The Financial Action Task Force (FATF) was established in 1989 to coordinate an international effort to combat money laundering. As South Africa’s economy is...
AB InBev: The king of beer
The market has several concerns about brewer Anheuser-Busch InBev which are currently weighing on its share price. We believe the company’s fundamentals are...
Orbis: President’s letter 2022
In his president’s letter, Adam Karr, from our offshore partner, Orbis, reflects on the actions that he and the team took during 2022 to ensure they delivere...
The evolving role of balanced funds
Tamryn Lamb looks at the important role balanced funds have played in your portfolio over time, the returns they have generated and the variability of these...
Tax tips as we head into the 2023 tax season
The end of February sees the tax year draw to a close – an opportune time to ensure that your tax affairs, and tax details, are up to date, and to consider...
Allan Gray Orbis Foundation: A time for reflection
As we start a new year, Dr Nontobeko Mabizela, acting CEO of the Allan Gray Orbis Foundation, shares some highlights of the Foundation’s activities over the...
2022 Q4 Comments from the Chief Operating Officer
Instability hit the world with renewed force in 2022. All this uncertainty reminds me of Hyman Minsky’s quote: “Stability leads to instability...