From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we share the belief that good, undervalued businesses with fewer hurdles to overcome remain the best bet for long-term investors.
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Understanding the impact of the Companies Amendment Bill on shareholder rights
Since our inception in 1973, we have been privileged to witness the evolution of shareholder rights associated with JSE-listed companies. These rights have...
Glencore: The investment case for an ESG improver
In 2018, the US Department of Justice (DOJ) announced an investigation into Glencore for a violation of the US Foreign Corrupt Practices Act (FCPA), primaril...
The Olympics of investing: Striving for gold
With the highly anticipated 2024 Olympic Games in Paris on the horizon, all eyes are on the dedicated athletes who have spent their lives chasing gold. Their...
Your next important election
With the two-pot retirement system signed into law, and set to be implemented on 1 September 2024, Belinda Carbutt discusses the latest retirement reform. Sh...
Geopolitical factors trigger concerns about Georgia
Frontier markets, like Georgia, offer investors exposure to a range of sectors and opportunities that are not available in more developed markets, however,...
Managing investments in periods of uncertainty
Games can be categorised along a continuum based on their reliance on luck or skill. Roulette, for instance, is purely a game of chance. Despite occasional...
Tips to help you get on top of your tax return this year
The South African Revenue Service (SARS) is focused on improving its systems and processes to ensure taxpayers comply with their legal obligations and file...