Insights

Aim Low – a fresh look at inclusive economic growth for South Africa

Finance Minister Tito Mboweni has recently put forward a new economic growth plan for South Africa. It comes at a difficult time,…

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Prescribed Assets

“We are facing a situation where our developmental needs are enormous, and in a number of other places pension funding is utilised…

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Mind the gap: How Naspers is trying to close its valuation discount

Few people could have imagined that the largest company[1] in South Africa, a country largely built on the extraction and processing of…

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How do we overcome the ‘SA Inc’ hangover?

The fortunes of a broad number of counters on the JSE are closely tied to the health of the global economy. For…

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The Importance of Being Wrong

Sir Alex Ferguson is widely regarded as the best football manager of all time. He was the manager of Manchester United from…

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When Economics Meets Politics

Fund managers have historically taken little notice of potential political outcomes when building their investment portfolios and in our fund research, we…

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New opportunities in China

China has been on the world’s investment radar for some time with its seemingly unstoppable GDP growth and increasingly important role in…

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Artificial Intelligence… or Artificial Investing?

The fund management world has become a more crowded place of late, with the addition of a new breed of fund manager.…

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Controlling the Controllables

Disappointing investment performance over the past few years has resulted in many investors starting to question the ability of the market to…

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Paving the way for the ‘new dawn’

Thinking back to the start of 2018, there was a sense of optimism, positivity, and hope, largely because we had just seen…

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