Do fundamentals still matter? by ALLAN GRAY, Rory Kutisker-Jacobson

There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the question – do fundamentals still matter? Rory Kutisker-Jacobson discusses the disparities, risks and...

Celebrating Strength and Resilience

August is Women’s month in South Africa Women’s day was marked by a public holiday on Monday the 10th of August.  We celebrate the strength and resilience of women such as Lilian Ngoyi, Sophia Williams, Rahima Moosa, and Helen Joseph who led the famous March in 1956...

Prescribed Assets –  State of the SA Economy – Nationalisation

Why we do not need to panic! Prescribed assets, the state of the South African economy and noise around nationalisation have all been hot topics over the past few months.  With so much information out there it can be quite overwhelming.  We came across three great...

Morningstar Quarterly Summary

The first six months of 2020 can only be described as a tale of two halves. Following the record falls in global equity markets across the globe in the first quarter amidst concerns around the economic impact of the spread of the Covid-19 pandemic, the second quarter...

Should I file a tax return for the 2020 tax year?

In response to COVID-19, the South African Revenue Service (SARS) has tried to simplify the tax filing process for individual taxpayers and remove the need to visit branches. SARS has introduced a four-phased approach to filing season this year:  1. Phase one:...