Articles about
Global equities

A butterfly flaps its wings in Wuhan, China

The way in which financial markets respond to US rate expectations is important

Improving local economic outlook

A history of consistent alpha generation in local and global markets

Investment opportunities in the eyecare industry

How worried should investors be?

Cable operators leading US broadband internet momentum

A growth opportunity in the lacklustre retail space

What now that the kings are gone?

“Trust is undeniably linked to doing what is right. Ethical drivers such as integrity, dependability and purpose drive the trust capital of business.” – 2020 Edelman Trust Barometer

“It does not matter how slowly you go, as long as you do not stop.” – Confucius

“A promise is a cloud; fulfilment is the rain.” – Arab Proverb

A brutal quarter for financial markets

Leaning into a once-in-a-decade dislocation between price and value.

A combination of domestic assets and global equities will help funds achieve their real return expectations

“Only a crisis – actual or perceived – produces real change. When that crisis occurs, the actions that are taken depends on the ideas lying around.” – Economist Milton Friedman

Current valuations relative to history point to attractive future return prospects.

We continue to focus on valuation to find attractive opportunities

2017 proved to be a strong year for most asset classes and our portfolios performed well over the period

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