Head of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q4 2020 macroeconomic environment.
2020 will be remembered as one of the more remarkable years in history, with financial markets being no exception. We’ve highlighted some key market statistics as we bring the year to a close.
Head of Institutional Asset Consulting and Optimisation, James Downie, looks back on the last quarter of one of the most remarkable years in history.
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.