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
Podcast: A review of our SA equity fund and ideas, and the platinum sector
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
Podcast: The prospects for South African small caps
Now that the easy money has been made, what are the prospects for the smaller listed South African companies?
Podcast: Is now the time to overweight global financials?
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
The best of Denker | How the team generates returns for investors in the Denker SCI Balanced Fund
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
The best of Denker | The Denker SCI Balanced Fund combines our skills for top returns
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
Podcast: China regulatory clampdown and the impact on investments in companies such as Naspers
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,
Podcast: Mid-year focus on our South African funds
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
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
Podcast: Madalet Sessions on diversifying for all outcomes
Madalet Sessions accepts that, although some fundamental truths exist, the macroenvironment is unpredictable – which is why she and Jan Meintjes try to cover all
