• Strategic investment review

    11 December 2019
    Debates around the US equity market, global technology and growth shares informed an acquisition of cheaper local shares about a year ago offering upside value and recovery in the past couple of months.
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  • Fund Manager, Tracy Brodziak, shares market insights with The Money Show’s Bruce Whitfield

    10 December 2019
    Tracy Broadziak discusses the latest loadshedding developments, the impact of this environment on small businesses and consumers and the problem of Medupi. She also shares insights on the Prosus offer to buy UK business, Just Eat.
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  • Gap assets and convertible bonds

    04 December 2019
    Peter Brooke discusses gap assets; convertible bonds that have the potential to convert into equity in the future, which is an area with a recent investment of over R500 million for our clients.
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  • Fund Manager, Philip Short, talks latest market news with The Money Show’s Bruce Whitfield

    04 December 2019
    Philip Short looks at the latest market news, including the negative impact of the Competition Commission’s instructions to cellphone operators; as well as the lack of confidence in the economy currently and what factors might improve this.
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  • Looking to 2020 and beyond a Moody’s downgrade

    03 December 2019
    Johannesburg, 3 December 2019
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  • Inflation, Rates and Eskom

    26 November 2019
    Peter Brooke discusses the local economy and Eskom. Low inflation that makes for rare double-digit investment returns and the welcomed appointment of the parastatal’s new CEO.
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  • Fund Manager, Peter Brooke, discusses latest market news with The Money Show’s Bruce Whitfield

    26 November 2019
    Peter Brooke unpacks the market impact of the IMF’s recent call for more decisive economic reforms in SA, as well as Nampak’s latest trading statement and its impact on confidence in Eskom’s new CEO.
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  • Profile Funds Booklet

    20 November 2019
    Overview of the funds that make up our Profile Range of funds, including market commentary and performance.
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  • Balanced Fund vs Income Fund

    20 November 2019
    Peter Brooke takes us through the changing risk-reward paradigm and the shift in consumer behavior related to investment decisions around balanced and income funds.
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  • Fund Manager, Arthur Karas, analyses latest market news with The Money Show’s Bruce Whitfield

    19 November 2019
    Arthur Karas discusses recent market developments, including the appointment of new Eskom CEO, Andre de Ruyter, and his ability to steer the SOE through a time of crisis, as well as the latest results from Astral and the Pioneer/PepsiCo deal.
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  • Investment Outlook 2020

    14 November 2019
    As a tumultuous 2019 draws to a close, MacroSolutions’ John Orford considers the outlook for global and local financial markets in 2020.
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  • Tourvest

    12 November 2019
    Tourvest touches on every piece of the tourism value chain, which has given it the unique ability to be a vital contributor to social and economic development across the country, including those areas untouched by traditional industrial development.
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  • Alternative investment opportunities

    12 November 2019
    Peter Brooke explores the investment insights from the recent ABSA conference. The potential impact of global warming projections and the need to reduce carbon footprint, that also bring about alternative investment opportunities.
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  • Fund Manager, Siboniso Nxumalo, discusses latest company results with The Money Show’s Bruce Whitfield

    12 November 2019
    Siboniso Nxumalo shares his views on a string of surprisingly positive local company results out yesterday, including Aspen, Vodacom, Multichoice and Raubex.
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  • Asset class returns - October

    12 November 2019
    Average unit trust asset class category returns to end October 2019
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  • Institutional investors call for strengthening of Sasol’s climate plan

    05 November 2019
    5 November 2019, Cape Town
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  • Government debt and SA’s investment potential

    05 November 2019
    Peter Brooke compares SA and the UK in noteworthy contrasts and learnings across politics and government debt. Highlighting the need for faster reform change in accelerating local growth and avoiding a spiraling debt trap.
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  • Fund Manager, Meryl Pick, analyses the latest market news with The Money Show’s Bruce Whitfield

    05 November 2019
    Meryl Pick unpacks this week’s latest market news, looking at SA’s chances of avoiding a Moody’s downgrade to junk status next year, Shoprite’s recent trading update and results from Rhodes Food Group, Redefine and Dischem.
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  • Investment potential needing more time

    01 November 2019
    Seychelles October 2019
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