Portfolio Manager in Guernsey, Blair Campbell, offers some consideration for ESG investing after the Trump administration. While Biden campaigned with a progressive agenda for environmental concerns, deciding which sectors and industries will render the rewards remains the difficulty.
Head of Institutional Asset Consulting and Optimization, James Downie, addresses the great boutique debate.
Head of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q3 2020 macro economic environment
Head of Institutional Asset Consulting and Optimisation, James Downie, looks at the third quarter of 2020 and provides some insights as we head into the final quarter of 2020.
Head of SA Equities, Armin Diem, looks at how the US Election result and the SA Government’s recent actions could lead to a rally for the JSE.
Head of International Portfolio Management, Shaun McDade, reveals how fruitful and accessible Private Equity can be.
Head of Commodities, Andy Pfaff, shares some potentially interesting and perhaps significant observations about investment markets currently.
Portfolio Manager in Guernsey, Simon Sharrott, discusses how dividend cuts during the COVID-19 pandemic are impacting income investors.
Head of Institutional Asset Consulting and Optimisation, James Downie, looks at the second quarter of 2020 – analysing the recovery markets seemed to have made and the sense and sustainability of this move.
Head of Portfolio Management, Roeloff Horne, takes a forward looking approach – unpacking our thinking and portfolio positioning for Q3 of 2020.