Related Insights

  • The Rise of tech disruptors highlights that SA is falling behind

    27 September 2018
    The electric pace of technological advancement in Silicon Valley highlighted some hard truths regarding the shortcomings of our local industries and broader economy.
    View
  • Global Opportunities Arise Amidst Corporate Disruption

    13 September 2018
    In this webinar, Pieter Hundersmarck looks into the opportunities presented by corporate disruption and why some investors will miss out on the greater opportunity set offered by the global universe.
    View
  • THE CONTINUING RELEVANCE OF THE US IN GLOBAL INVESTING

    28 August 2018
    With the whole globe to choose from, the US on average screening being expensive and China continuing its economic growth, some investors may be wondering if we should continue dedicating the majority of our time on the United States.
    Download
  • SILICON VALLEY: A TELESCOPE INTO THE FUTURE

    28 August 2018
    The Old Mutual Titan investment team recently visited Silicon Valley in California to meet with businesses that are at the forefront of technological innovations and reaching/ will reach critical mass over the next 10 years.
    Download
  • OPPORTUNITY AMIDST POLITICAL UNEASE AND CORPORATE DISRUPTION

    28 August 2018
    The end of July 2018 marked two years since the Brexit vote and the 19th month of Donald Trump’s presidency. With the enormous amount of attention these events receive, one would be forgiven for thinking nothing else had occurred over the past two years.
    Download
  • DEATH, TAXES, AND THE CERTAINTY OF CHINESE ECONOMIC CYCLICALITY

    28 June 2018
    China is well on the path to graduating from emerging market status in the not too distant future.
    View
  • Does going global still make sense

    11 April 2018
    Is there is still any benefit to taking money offshore when the local economic environment appears to be on the upturn?
    View
  • Facebook eulogies are premature

    11 April 2018
    The evidence suggests to us that Facebook’s core business and value proposition remains intact and its market opportunity remains large.
    View