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2024 Q1
Disney: The value of strong intellectual property in a changing world
Since March 2022, local unit trusts have been able to allocate up to 45% of their portfolios anywhere outside South Africa. The increase in offshore limits i...
The trillion-dollar endgame
The US government has dug itself into a debt hole. With spending being its go-to solution for most problems, it is unclear how the situation will be resolved...
US opportunities with a good prognosis: UnitedHealth and Elevance Health
While the US stock market represents about 70% of the FTSE World and MSCI World indices, just half of the Orbis Global Equity Fund is invested in American...
Beyond our borders: A case for investing offshore
Investing offshore should always form part of your long-term diversification strategy. South Africa comprises about 0.3% of the world’s market capitalisation...
How to invest offshore with Allan Gray – and allow for the transfer of wealth
Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...
The two-pot system simplified (updated)
South Africa’s retirement savings system is changing, with the implementation date of the new system currently set for 1 September 2024 – although go-live...
The power of perspective in an election year
Many local investors are understandably worried about what the future holds and how the election may affect their wealth. Keeping perspective throughout your...
2024 Q1 Comments from the Chief Operating Officer
It is hard to ignore the rand and its movements relative to global currencies. Its performance seems linked to our national psyche, and it is one lens...