02 Feb Podcast: Banks, blockchain and ‘swimming naked’
We’re thrilled to have been joined by Michael Jordaan – CEO and founder of Montegray Capital, Chairman of Bank Zero and former CEO of FNB – for our first podcast of 2023.
Insights
15 Nov Podcast: Feedback on some of SA’s largest financial institutions
The Denker Capital financials team recently met with the management teams of some of the South African banks and insurers. In this episode, the team shares the common threads and growth prospects of a number of these companies and ...
08 Nov Podcast: Jacobus Oosthuizen on riding the global rollercoaster
In this episode, Portfolio manager Jacobus Oosthuizen talks to Nigel Barnes about how we use our process and philosophy to navigate the global environment. Jacobus uses sector and company specific examples and tells listeners what ...
20 Oct Podcast: Is it time to replace fear with FOMO?
In this episode, the Denker Capital portfolio managers chat to Nigel Barnes about the current and near-term prospects within the local and global areas that they cover. Nigel Barnes: Hello everyone, and welcome. We have quite a big ...
06 Sep Podcast: Global financials | Does the market have some catching up do to?
Having just come out of results season for the global financial sector, in this episode, Nigel Barnes speaks to our global financials team who share their feedback from their recent company engagements.
02 Sep Podcast: Balancing risk and returns in the current environment
It’s the end of August 2022, and just over five years since the launch of the Denker Sanlam Collective Investments (SCI) Balanced Fund and the Denker Sanlam Collective Investments (SCI) Stable Fund.
04 Aug 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 can you do to ensure your investment success? In this article Madalet ...
28 Jul 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 have generated good investor outcomes with low levels of ...
18 Jul 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 the fear of sharply higher interest rates and a ...
06 Jul Smaller SA companies continue to outperform
The Denker Capital S-Alt SC Qualified Hedge Fund + continues to outperform the broader equity market. In this article Jan Meintjes, portfolio manager, explains why and provides five reasons why the South African small cap sector ...