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
Making smart investment choices – how to mitigate downside risk and benefit from upside performance
This article appeared in Glacier Research’s Funds on Friday on 7 August 2020. A deep dive into the three-year performance numbers of four popular ASISA
Constructing our balanced fund – how we improve the likelihood of success
‘Free solo’ is a form of rock climbing where the climber does not use any support or protective gear. This means there are only two
The Denker SCI Stable Fund: Good relative performance despite weak markets
Retired investors face a tough balancing act – they must preserve their capital while ensuring they can draw a sustainable income by carefully managing their
Factors that have, and will continue to, contribute to the performance of the South African equity market
It has been a tough year for South African equities – by the end of November the FTSE/JSE All Share Index had delivered -12.6% for
Most investors have as much control over their outcomes as their investment managers
This article was first published by Moneyweb. US investors consistently earn lower returns than the market and the funds in which they invest. This gap in
Our balanced fund combines ideas to offset risk and provide more consistent returns for investors
The Denker Sanlam Collective Investments (SCI) Balanced Fund is appropriate for investors saving for the long term who wish to have their savings invested in
Good economic news doesn’t always mean better returns
Equity investors often expect positive returns when there’s good news about economic growth, but sometimes good economic news results in poor returns. Because it is
The danger of making short-term decisions when investing for the long term
It is a sad fact that, on average, investor returns underperform reported fund returns because media noise and short-term performance reporting fuel investor fear and