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Articles tagged as "banks"

Insights categories - Local investing

How we balance the upside-downside risk in South African equities

By Duncan Artus on 08 Aug 2024

Reading time: 7 mins

We often write about large individual equity positions in our portfolios, but this quarter, Duncan Artus focuses on the opportunities and risks in “SA Inc” –...

Insights category - companies

Seeing the potential in Standard Bank

By Ghiete van Zyl on 01 Feb 2024

Reading time: 10 mins

On various metrics, the valuations of South African banks have not recovered to pre- COVID-19 levels , suggesting there is value to be found . O f the Big 4 ...

Insights categories - Offshore investing

Are we entering a global stockpicker’s paradise?

By Rory Kutisker-Jacobson on 02 Jun 2023

Listening time: 40 mins

In conversation with portfolio manager Rory Kutisker-Jacobson, Matthew Spencer from our offshore partner, Orbis, explains why the Investment team believes th...

Insights categories - Offshore investing

Orbis Global Balanced: Investing through the cycles

By Alec Cutler on 04 May 2023

Reading time: 11 mins

History seemingly often repeats itself, but it might be dangerous to assume that the investing landscape over the next 20 years will be similar to that of th...

Insights categories - Local investing

Why South Africa is still attractive for investors

By Tim Acker on 04 May 2023

Listening time: 50 mins

In conversation with portfolio manager Tim Acker, investment analysts Siphesihle Zwane and Jithen Pillay discuss the impact of the major local challenges on...

Insights category - companies

Banking on green shoots at Nedbank

By Siphesihle Zwane on 26 Apr 2022

Reading time: 7 mins

Siphesihle Zwane discusses the green shoots emerging at Nedbank and explains why they may reward investors who have enough conviction to stay the course.

Insights categories - Local investing

Equity Fund update: Investing amid extreme price moves

By Jacques Plaut on 24 Jul 2020

Reading time: 3 mins

The second quarter of 2020 saw further extreme moves in equities. An intraday price move of 20% is a rare event, especially for a large company. In the month...

Insights categories - Personal investing

What is a money market fund?

By Bekithemba Mafulela on 30 Sep 2016

Reading time: 6 mins

Money market unit trusts, commonly referred to as ‘money market funds’, have become a synonym for safe, secure and reliable investments. You put your money i...

Insights categories - Offshore investing

Pursuing long-term returns without simply reaching for risk

By Ben Preston and Maurits Ovaa on 30 Sep 2016

Reading time: 7 mins

Ben Preston and Maurits Ovaa explain why Orbis believes minimising losses is arguably more important than maximising gains at a time when many stock markets ...

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