Quarterly Commentary

2022 Q3 Comments from the Chief Operating Officer

The rising cost of living and doing business around the world as a result of escalating energy prices and interest rate hikes is creating unease. Investors...

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The price of money, the shortage of energy, and the monster of inflation

By Thalia Petousis on 27 Oct 2022

viewing time: 10 mins

Thalia Petousis discusses its impact on financial markets, global trade financing and the energy sector, as well as how central banks are now waging a war...

Capitec: The way to build a bank

By Pieter Koornhof on 27 Oct 2022

viewing time: 16 mins

Capitec has been an incredible South African success story in improving access to affordable banking services, and in delivering value for its investors....

Orbis Global Balanced: Beware the Great and Powerful Dollar

By Alec Cutler on 27 Oct 2022

viewing time: 9 mins

The US dollar has rallied significantly over the course of this year, leaving other currencies in its wake. Alec Cutler, from our offshore partner, Orbis,...

The importance of alignment

By Saleem Sonday on 27 Oct 2022

viewing time: 6 mins

We believe that the price you pay an investment manager for managing your money should be aligned with the value they create for you over the long term. Sale...

Investing – risky business?

By Lydia Fourie on 27 Oct 2022

viewing time: 11 mins

Understanding your investments, and the risks you may face when investing, can go a long way towards helping you successfully navigate trying times. Lydia...

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