From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being navigated by investors. However, that is not all they are. They are also opportunity creators for investors who have done their homework and are deeply focused on fundamentals.
All insights
Global investing in an era of national self-reliance
As governments shift their national priorities in response to escalating geopolitical tension, global investors have to consider additional variables as they...
Navigating the 2025 tax-filing season
In the finalised 2025 Budget speech, Finance Minister Enoch Godongwana announced the allocation of an additional R7.5bn to the South African Revenue Service...
Looking beyond trade wars and extreme market chaos
Market participants would be forgiven for having developed a mild case of post-traumatic stress disorder over the last three months. The now infamous “Libera...
Why Vietnam continues to offer long-term value
Despite losing some of its “darling” status among frontier equity market investors in recent years, Vietnam still provides valuation-oriented investors with...
Focusing on enduring trends for long-term growth
From the Government of National Unity’s failure to reach an agreement around its maiden Budget, to Trump’s market-moving “Liberation Day” tariffs and South...
Investing offshore: Dependent on Great Expectations?
After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...
From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...