Are global banks at a turning point, along with interest rates?
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
Investing in global financials in times of fear
Despite company results beating expectations, valuations of global financial stocks are down. They are at post-Global Financial Crisis and post-Covid-19 levels again, mainly due to
Making decisions in the financial sector when markets are falling: Crypto vs. companies
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
Is your portfolio positioned to benefit from the growth opportunities in global financials?
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
Global financial sector | Time to pack away your raincoats?
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
Denker Global Financial Fund: finding opportunities amidst the fears
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
Creative destruction in our banking industry
Advancements in fintech and the demand for digital banking services have caused fear of job losses for thousands of workers in the banking sector in
Insights from Berkshire Hathaway’s latest Annual Shareholder Meeting
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.
Negative market sentiment makes global financials attractive
Global financials have consistently grown shareholder value over the past decade and are well placed to continue to do so. Yet, the market remains sceptical
Rational investors can benefit from emotional Mr Market
A version of this article was first published by Moneyweb. When markets swing wildly as has been the case so far in 2018, many investors allow