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China – Where to from here?

China – Where to from here?

02 October 2023

For decades, China has been the driving force behind global economic growth. Population growth and cheap labour, combined with government spending on infrastructure and large quantities of exports to the rest of the world served as major growth drivers.

What’s the obvious story in 2023?

What’s the obvious story in 2023?

02 October 2023

Imagine for a moment you are an investor in early 2008 questioning the value of the US dollar as a store of value, having seen the dollar index decline 40% from 2001 to an all-time low in March 2008.

Central Banks and Big Macs: Finding value in currencies

Central Banks and Big Macs: Finding value in currencies

02 October 2023

One of the easiest ways to lose money is to buy something for more than it is really worth. When picking stocks, we seek to avoid permanent capital loss by buying shares of businesses that are priced well below our assessment of their intrinsic value.

China – Where to from here?

China – Where to from here?

28 September 2023

For decades, China has been the driving force behind global economic growth. Population growth and cheap labour, combined with government spending on infrastructure and large quantities of exports to the rest of the world served as major growth drivers.

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Central Banks and Big Macs: Finding value in currencies

Central Banks and Big Macs: Finding value in currencies

28 September 2023
South African Asset Managers Navigate Greylisting and Load Shedding: BEE.conomics Survey Reveals Challenges and Triumphs

South African Asset Managers Navigate Greylisting and Load Shedding: BEE.conomics Survey Reveals Challenges and Triumphs

28 September 2023
Why US risk assets may perform better in this slowdown than those of the past

Why US risk assets may perform better in this slowdown than those of the past

26 September 2023
Local investors need a new playbook on China

Local investors need a new playbook on China

20 September 2023
Hedge funds offer a steady hand amid emotional tides of investing

Hedge funds offer a steady hand amid emotional tides of investing

20 September 2023
Addressing the challenges facing fixed income investors

Addressing the challenges facing fixed income investors

20 September 2023
Soft US economic landing unlikely – investors take caution

Soft US economic landing unlikely – investors take caution

19 September 2023
Water infrastructure crisis in South Africa: Unearthing investment opportunities

Water infrastructure crisis in South Africa: Unearthing investment opportunities

18 September 2023