A review of recent international developments, with added commentary on our Best Investment View portfolio.
A review of recent international developments, with added commentary on our Best Investment View portfolio.
In our view, the advent of ESG (Environmental, Social and Governance) Investing has created an opportunity. ESG Investing promotes investing for the greater good and postulates that companies following ESG principles will deliver superior long-term financial performance. This creates an opportunity within companies who have been aggressively discounted for not exhibiting these principles.
As we slowly inch towards year end and quietly amongst ourselves hope for a relaxed festive season, economic and market developments are certainly cause for much excitement. November was all but a quiet month: rate hikes, a renomination at the Fed, Black Friday and a new variant of the Coronavirus; much to keep us focused. Read our last newsletter for 2021 by Ashley Knight, CFA, below.
While inflation and interest rates are on the increase, it appears as if global economic activity is slowing. Benjamin van Wyk, CFA, explains why we continue to believe that a more conservative stance is justified and prudent.
In this month’s newsletter, Benjamin van Wyk, CFA, looks at the evolving investment world and our continued focus on preserving and growing capital steadily over the long term.
Heinrich van der Merwe, CA(SA), summarises the research process and the resulting implementation with regards to property, specifically SA REITs.
In this month’s newsletter, Ashley Pedlar, CFA, gives a quick update on relevant tech news.
News headlines over the past month have been focused on China’s clampdown on big tech firms and the larger implications for international investors. With Naspers and Prosus being such a large part of our local exchange, and the majority of their value being derived from Chinese tech company Tencent, Ashley Pedlar, CFA, discusses why it is important to understand how this could potentially impact South African investors.
Benjamin van Wyk, CFA, comments on recent local and international developments.
Afrimat, with its main business and core competence in open pit mining, has been listed on the ‘Construction and Materials’ sector of the JSE Main Board since 2006. Heinrich van der Merwe, CA(SA) discusses the Group and what he believes is an attractive business case within the Bulk commodities segment.
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