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Investment Conference 2025: Resilience and adaptability in a shifting investment landscape

By Thandi Skade on 06 Nov 2025

Reading time: 4 mins

From macroeconomic risks and tailwinds, to sustainability, investment strategy, innovation and advice business risk management, the 2025 Allan Gray Investmen...

Insights categories - Markets and economy

Investment ideas that make us go hmmm – with Grant Williams

By Duncan Artus on 05 Nov 2025

Listening time: 44 mins

While what worked for the last 40 years of investing may not work for the next 40, history offers valuable lessons for the path ahead. In this episode of The...

Insights categories - Retirement

Legal and regulatory update: Regulatory changes and cases impacting retirement funds

By Jaya Leibowitz on 05 Nov 2025

Reading time: 7 mins

In the below legal and regulatory update, Jaya Leibowitz summarises some changes for members, employers and administrators to be aware of, as well as some...

Insights categories - Retirement

The role of group risk in employee benefits

By Ielyaas Gamiet on 04 Nov 2025

Reading time: 3 mins

Drawing from a panel discussion at our annual Through the noise retirement benefits conference in September, Ielyaas Gamiet, manager in the Group Savings and...

Insights category - companies

Peeling back the layers in Remgro and Reinet

By Jonty Fish and Malwande Nkonyane on 30 Oct 2025

Reading time: 4 mins

Remgro and Reinet are great examples of holding companies in our clients’ portfolios that trade at substantial discounts to the sum of their parts, for...

Insights categories - Offshore investing

How to unlock value through offshore investing

By Horacia Naidoo-McCarthy and Radhesen Naidoo on 30 Oct 2025

Reading time: 3 mins

The volatility of 2025 has underscored the importance of diversification. Global markets have swung from sharp declines to record highs, reminding us that a...

Insights categories - Offshore investing

Orbis Global Equity: Biotech breakthroughs in a crowded market

By Graeme Forster and Mo Zhao on 30 Oct 2025

Reading time: 3 mins

In an increasingly competitive and crowded market, the biotech sector offers unique opportunities to capitalise on overlooked, undervalued shares. Graeme...

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