Markets and headlines around the world are starting to reflect that interest rates may be at a turning point. While the future is hard to
In this article Kokkie Kooyman explains why, with rising interest rates and the recent crypto market price falls as context, ‘sane’ investors in the financial
Despite the fact that global financials are set to benefit from the current macro cycle, have very favourable valuations, and should be one of the
In this article, Kokkie Kooyman explains why we believe that warmer investment weather is on its way. Seasonal changes always take place in investment markets
The current market panic has dealt a significant blow to the financial sector, presenting very attractive investment opportunities. In fact, in my 30 years of
What did Warren Buffett and Charlie Munger make me reflect on this year? This was my 20th shareholder meeting and each meeting brings new learnings.