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A low-risk, value-creating allocation of capital

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A low-risk, value-creating allocation of capital

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.

Identifying the future winners in aviation presents attractive investment opportunities.

SA bonds continue to hold their worth for investors

Listed infrastructure is a key beneficiary of rising inflation.

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

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

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.

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Discussion on the drivers of global inflation and how our portfolios are positioned to meet this challenge.

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

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

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

But SAGBs might still fare better than expected

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

Unpacking the recent regulatory interventions

But bond yields continue to make up for underlying risks

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Neil Padoa is interviewed by Simon Brown, part of the Moneyweb Now podcast series.

A well-priced opportunity and inexpensive insurance against risks.

Understanding the risks and return opportunities remains crucial

Global Frontier Markets

Improving local economic outlook

Finding value in complexity

Cheap insurance at a time of heightened risk

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

Confidence in recovery gains momentum

New accounting standard adds complexity, but also presents a competitive advantage

Promising long-term growth seen in emerging equity markets

But SAGBs are still an attractive investment

From volatility through rebound to recovery

A growth opportunity in the lacklustre retail space

Growth potential at MMH undervalued

Are long-term investors positioned for the future?

But SAGBs and ILBs still offer attractive opportunities, despite economic challenges

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

Local opportunity amidst global uncertainty

Bloated merchant acquirers face disruption in the Brazilian market spac

Covid-19 economic shock and stimulus reflected in financial markets

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

South African investor heaven or hell?

A chance to add good quality domestic businesses to your portfolio

“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

Revisiting the investment case

A butterfly flaps its wings in Wuhan, China

A brutal quarter for financial markets

What did this programme really achieve?

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)

Cable operators leading US broadband internet momentum

IPO learnings from frontier markets

But depressed growth and further Eskom support weigh heavily on government

A weighty issue?

“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

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

"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

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

Reaping the rewards of pension reform

But overcoming deeply rooted economic problems remains challenging

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

A homegrown success story

The value of proprietary, deep-dive research

Thriving in a highly regulated industry

Earning its stripes

What you see is not always what you get

How worried should investors be?

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

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

Sometimes the truth is stranger than fiction

Well positioned in an evolving environment