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Articles tagged as "commodities"

Market update: Weighing up opportunity and risk in the face of volatility

By Duncan Artus on 23 Aug 2021

While the local market has been strong, South African assets still look cheap overall compared to many of their global counterparts. There is opportunity in...

Glencore: Investigating the decarbonisation opportunity

By Raine Naudé and Sean Munsie on 22 Apr 2021

In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...

Global economy losing momentum

By Sandy McGregor on 18 Jan 2019

After two years of strong synchronous growth the global economy is losing momentum. Almost without exception the most recent purchasing manager’s indices are...

Keep calm and carry on investing

By Andrew Lapping on 17 Jan 2017

The past 12 months seem to have passed particularly swiftly, maybe because fundamentally very little changed. Interestingly, the light in which investors vie...

Commodities: Opportunity or risk?

By Mark Dunley-Owen on 31 May 2016

We are ‘bottom-up’ investors who pay more attention to valuations than to macroeconomic forecasts. We do extensive research to calculate what we believe is...

How things change

By Andrew Lapping on 31 Dec 2015

Global mining businesses have had a remarkable fall from grace over the past 18 months. Talk has moved from a 20-year supercycle and commodity shortages to...

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