A tale of two crises
In April 2025, South African investors were hit by two distinct shocks: the global impact of the US Liberation Day tariffs and a local crisis
Navigating these TARIFFying times
Markets were rocked last week after President Donald Trump’s ‘Liberation Day’ speech triggered panic with the announcement of sweeping new tariffs. It’s impossible to predict
The higher the risk, the higher the return? Not necessarily.
In this article, Madalet Sessions demonstrates the value of considering risk, in addition to return, when investing. To illustrate, she simulates a range of potential
Inside the winning approach of the Denker SCI* Balanced Fund
The Denker SCI* Balanced Fund came out on top in the Best Aggressive Allocation Fund category at the Morningstar Awards in March. We are extremely
Risk and return: Choosing your trade-offs
In this article, Head of Multi-Asset Madalet Sessions looks to the past to explore the risks and returns of various asset classes. She illustrates that
What can you do to achieve investment success?
Investing in the appropriate funds and with the right investment managers is important. But apart from a fund selection decision, as an investor, what else
Denker Capital multi-asset funds: Five years of good returns and low volatility
After five years of moderate returns from markets, the Denker Sanlam Collective Investments (SCI) Balanced Fund and the Denker Sanlam Collective Investments (SCI) Stable Fund
Inflation: The great debate
This article first appeared in Glacier Research’s Funds on Friday on 28 January 2022. In this article, Madalet Sessions explains that the future of inflation
Eskom | The big question for which there is a solution for everyone (except vested interests)
Eskom’s operations are not sustainable. By our estimates, since about 2015 there has been insufficient cash generated internally, to operate the business, maintain all the
A scenario-based approach to preparing for all outcomes in an uncertain world
This article appeared in Glacier Research’s Funds on Friday on 25 June 2021. The values of assets in South Africa are largely determined by global
