Peering through the smoke
A lot has changed in the tobacco industry in the last decade or so. Despite the changes in what used to be a stable industry, the attractive aspects of tobacco economics still hold, with a cheaper valuation compensating for the increased uncertainty and disruption. Siphesihle Zwane and Varshan Maharaj provide an update on the current landscape and the industry’s prospects.
All insights
Making new year’s financial resolutions last
As the new year kicks into full swing, many South Africans will be setting new year’s resolutions – including financial and investment goals – to improve the...
Resisting the lure of the two-pot cookie jar this festive season
With the festive season underway, consumers may be considering using their two-pot retirement savings component to splurge.
Beyond the US: Separating the signals from the noise
The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on...
The Allan Gray Interest and Income funds explained
The recent introduction of the Allan Gray Interest and Income funds broadens our offering, providing a more comprehensive selection of lower-risk investment...
Expanding our range with the Allan Gray Interest and Income funds
We have recently introduced two new funds to our offering – the Allan Gray Interest Fund and Allan Gray Income Fund. The addition of these funds broadens our...
Consumer staples: Should they be portfolio staples?
Everyone is familiar with consumer staples – e.g. groceries, beverages, home and personal care items – and many have a strong affinity for the underlying...
Trustless, rustless, shiny and tiny: The investment case for gold
Gold-related securities are among the top holdings of our offshore partner Orbis' multi-asset strategies.