Rob Formby
Quarterly Commentary

2021 Q3 Comments from the Chief Operating Officer

Even as vaccine roll-outs gather pace globally, and some countries begin to open up, the “what happens next?” question looms large. According...

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Lebanon’s financial collapse

By Rami Hajjar on 11 Oct 2021

viewing time: 19 mins

On 17 October 2019, angry demonstrators took to the streets of Lebanon to protest a US$6 per month WhatsApp communication tax. Little did they know that the...

Africa market bond exposure: Understanding the risks and opportunities

By Londa Nxumalo on 11 Oct 2021

viewing time: 11 mins

Is it worth taking on a bit more risk to achieve potential return? Londa Nxumalo explains the relationship between risk and return in the fixed income contex...

Orbis: Our perspective on developed market bond yields

By Mark Dunley-Owen on 11 Oct 2021

viewing time: 4 mins

Bonds are typically included in an investment portfolio to provide diversification and deliver yield. Developed market bonds are currently offering much lowe...

How to make investing for retirement feel less like a sacrifice

By Thandi Skade on 11 Oct 2021

viewing time: 7 mins

With all the financial demands of present-day life, it can be difficult to stay focused on investing for our longer-term financial goals. Balancing the...

Orbis: The three stages of recent performance explained

By John Christy on 11 Oct 2021

viewing time: 11 mins

The past quarter has been painful. After an encouraging start to the year, the performance of our offshore partner, Orbis, has been impeded by its exposure t...

How to do long term

By Morgan Housel on 11 Oct 2021

viewing time: 8 mins

Adopting a long-term mindset sits at the heart of our investment philosophy. But what does it really mean and how can one do this effectively?

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