Latest articles

The year of payback

By Duncan Artus on 15 Feb 2019

reading time: 4 mins

Excess returns from the FTSE/JSE All Share Index (ALSI) relative to cash have disappointed over the last five years, with cash now outperforming, on average....

Equity Fund update: Taking a look at British American Tobacco

By Ruan Stander on 08 Feb 2019

reading time: 3 mins

2018 was a disappointing year for South African equity investors, with the FTSE/ JSE All Share Index returning -9%. The good news is that based on our resear...

Is there any tax benefit in saving over the annual tax deductible amount towards retirement?

By Carrie Furman on 05 Feb 2019

reading time: 9 mins

One of the key benefits of investing for retirement using a retirement fund is the generous tax deduction for contributions, subject to a maximum of 27.5% of...

Riding out volatility in African equity markets

By Nick Ndiritu on 04 Feb 2019

reading time: 4 mins

Africa’s equity markets delivered disappointing returns in 2018. The MSCI Africa index was down -24%, while the MSCI Africa ex-SA index was down -13%. None o...

The trouble with switching

By Mthobisi Mthimkhulu on 25 Jan 2019

reading time: 8 mins

During periods of underperformance, even the most experienced investors get tempted to switch funds in search of better returns. However, switching funds in...

Allan Gray Orbis Foundation: Reflection for acceleration

By Yogavelli Nambiar on 25 Jan 2019

reading time: 12 mins

The mission of the Allan Gray Orbis Foundation is to cultivate the entrepreneurial potential of young South Africans, which can also lead to success in many...

Is it time to invest in listed property?

By Mark Dunley-Owen on 25 Jan 2019

reading time: 10 mins

There is a perception that we do not regard listed property as an attractive investment for our clients. This is not the case. It is, however, true that our...

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