Investment views
Peering into 2023

Our portfolio managers unpack the burning issues impacting the investment landscape today.

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Hope must make way for action.

Moving away from being just another petrostate.

Identifying the future winners in aviation presents attractive investment opportunities.

While we are cognisant of the risks, we believe a handful of carefully chosen businesses in China currently offer compelling returns for long-term investors.

SA bonds continue to hold their worth for investors

Listed infrastructure is a key beneficiary of rising inflation.

A low-risk, value-creating allocation of capital


At our recent Talking Investments with Coronation conference, our investment team gave their views on portfolio positioning and regulatory changes.

Central bank action has had a profound effect on risk sentiment, we take a look at how global bond markets have responded.

A polycrisis has sent global markets sharply down; and there is opportunity to be found.

The case for (only the best) long duration technology businesses.

Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.

While the uncertainty has increased and the range of outcomes is greater, the long-term opportunity remains, with Netflix still being the clear market leader in an industry with strong structural tailwinds.

While economic recovery challenges still abound, the likelihood of South Africa tumbling into a debt trap within the next five years has, thankfully, diminished.

Netflix’s scale, ongoing product innovation and strong execution set the company up well for sustained leadership in an industry that continues to shift online at accelerating pace.

‘In the midst of every crisis, lies great opportunity.’ - Albert Einstein

A disciplined approach delivers over the long term

But SAGBs might still fare better than expected

Long-term thinking and rigorous research needed to spot opportunities.

An attractive new add to our portfolios.

An attractive, growing sector in both Eastern and Western Europe.

It’s not just about Tencent, games and China

Understanding the risks and return opportunities remains crucial

Global Frontier Markets

Finding value in complexity

Cheap insurance at a time of heightened risk

“Your perception may not be my reality.” – Aporva Kala, author and philosopher

Promising long-term growth seen in emerging equity markets


A growth opportunity in the lacklustre retail space

Growth potential at MMH undervalued

Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable

Bloated merchant acquirers face disruption in the Brazilian market spac

Bloated merchant acquirers face disruption in the Brazilian market spac

“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)

“The margin of safety is always dependent on the price paid. It will be large at one price, small at some higher price, nonexistent at some still higher price.” – Benjamin Graham, The Intelligent Investor

A chance to add good quality domestic businesses to your portfolio

South African investor heaven or hell?

Revisiting the investment case

A butterfly flaps its wings in Wuhan, China

What did this programme really achieve?

IPO learnings from frontier markets

A weighty issue?

But depressed growth and further Eskom support weigh heavily on government

Cable operators leading US broadband internet momentum

Inverted yield curves, negative bond yields, liquidity everywhere and not a drop to drink

The price is right (or at least it feels that way)

Offshore acquisitions by domestic companies

“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis

How sports content (and fast cars) became frontrunners in the media content race

When desirability becomes necessity

"Speculation … allows you to put your emotions first, whereas investment gets emotions out of the picture.” – John C. Bogle

Where the frontiers of consumer need, technical innovation and pragmatic regulation meet

Only deep, proprietary research sharpens analysis, providing the necessary focus to look through the noise

But South African bonds still offer a bulwark against global policy normalisation

But overcoming deeply rooted economic problems remains challenging

Reaping the rewards of pension reform

China’s competitive education system drives strong growth

How companies avoid obsolescence through innovation

Despite new vehicle technology, global car sales still drive demand

Spotify and Apple Music lead the revival of the recorded music industry

The value of proprietary, deep-dive research

A homegrown success story

What you see is not always what you get

Earning its stripes

But after riding the wave of optimism, we are now cautious of South African bonds at current levels

How worried should investors be?

Thriving in a highly regulated industry

Valuations are high and uncertainty is increasing

What now that the kings are gone?

Renewed optimism and contained inflation could benefit government bonds

The next generation of big bets

Well positioned in an evolving environment