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 plants, grow capacity, and pay creditors the interest due. ...
After a strong year for South African equities, portfolio manager of the Denker SCI Equity Fund, Claude van Cuyck, covers some of the sectors and stock ideas that have generated solid returns for investors in the fund.
Now that the easy money has been made, what are the prospects for the smaller listed South African companies?
In this podcast Kokkie Kooyman, portfolio manager of the Denker Global Financial Fund, and equity analysts, Barry de Kock and Craig Metherell, provide an update on the opportunities offered by the global financial sector.
The Denker Sanlam Collective Investments (SCI) Balanced Fund has delivered top-quartile performance over multiple periods since its inception in May 2017. Such consistent performance across market cycles and macro developments is ...
The Denker Sanlam Collective Investments (SCI) Balanced Fund has delivered top-quartile performance over multiple periods since inception. Such consistent performance across market cycles and macro developments is the ideal outcome ...
In a global integrated economy and with Naspers/Prosus being a significant part of the JSE, it is important to understand what recently happened in China, what has changed, and what this means for investors.
In the latest episode of our podcast portfolio managers Claude van Cuyck, Jan Meintjes and Madalet Sessions cover the mid-year performance and positioning of our local equity and multi-asset funds. The funds have performed consistently ...
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 forces, such as the prospects for economic growth and the risks of inflation. These ...
Madalet Sessions accepts that, although some fundamental truths exist, the macroenvironment is unpredictable – which is why she and Jan Meintjes try to cover all bases when managing the Denker SCI* Stable Fund. “We spend a lot of ...
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