Just like the weather, investment seasons change. When I was a young boy, we had a Dutch barometer hanging on the wall in our house. It was in the shape of a house with two entrances.
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 Denker SCI Equity Fund*.
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 share their insights about: • The outcomes of past economic cycles and recessions. • ...
The range of returns offered by South African markets is wide, which emphasises the importance of making informed investment decisions.
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 talks about his own investment journey.
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 manager, and equity analysts, Barry de Kock, Ben Kooyman and Craig ...
Small caps normally underperform in the initial stages of a bear market, as investors attempt to minimise their risk exposure. The lower levels of liquidity and tradability of small caps tend to magnify the impact on the prices of ...
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 managing a local equity fund, specifically our Denker SCI Equity Fund. A summary of the main points is listed below.
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 our thoughts, including some company specific examples. A summary of the main points ...
1. The world will not stop operating – companies will still produce goods and consumers will still consume. Despite all the unknowns we are facing what we do know is that we still need to eat, we still need healthcare (more so now), we ...
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