Articles tagged as "Richemont"
Lessons from the winners and losers of the last five years
In conversation with investment analyst Siphesihle Zwane, portfolio manager Jacques Plaut and investment analyst Pieter Koornhof discuss some of the notable...
Are we entering a global stockpicker’s paradise?
In conversation with portfolio manager Rory Kutisker-Jacobson, Matthew Spencer from our offshore partner, Orbis, explains why the Investment team believes th...
Why South Africa is still attractive for investors
In conversation with portfolio manager Tim Acker, investment analysts Siphesihle Zwane and Jithen Pillay discuss the impact of the major local challenges on...
Podcast: Can optimism rise from the inflationary ashes?
In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting th...
Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment
With rising global inflation and the possibility of a recession on the cards, investors are tasked with protecting their capital and looking for opportunitie...
Balancing risk and opportunity
When it comes to investing, the single most important variable is the price you pay. Sentiment can drive valuations to extremes, and even great companies can...
