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
South African companies: The outlook after lockdown
Our local equities team recently presented their views on the outlook for South African equities and how this is reflected in the positioning of the
Part III: Global financials – Looking forward to 2021 and 2022
Our global financials team recently presented their views on the sector outlook for 2021 and 2022. Listen to a recording of the discussion where they
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
Ricco Friedrich on intelligent investing in South Africa and beyond
Ricco Friedrich, an executive director and portfolio manager at Denker Capital, was recently interviewed by MOI Global, a global investor community. In the interview, Ricco
Part II: Global financials still offer great opportunities
In a follow-up to the 28 April 2020 web-based meeting on the investment opportunities in the global financial sector, Kokkie Kooyman, executive director and portfolio
Investing in small caps in the current crisis – steer clear or lock down long-term rewards?
At times of crisis, like we are currently experiencing, market participants tend to seek the liquidity and perceived safety of large cap stocks and to
The impact of the current crisis on managing a local equity portfolio
Please click below to listen to a web-based meeting we held at the end of April 2020 on the impact of the current crisis on
Part I: Investment opportunities in the global financial sector
On 28 April 2020 we hosted a web-based meeting on the current investment opportunities in the global financial sector. Please click below to listen to
What we know in a world of unknowns
We are currently experiencing one of the world’s most significant periods since World War II and humans are panicking in the same way as they
