A new product for our global small- and mid-cap ideas
We’re excited to introduce a new addition to our investment offering. The Denker Global Opportunities Portfolio is an actively managed certificate, or AMC, designed to
What opportunities lie beyond our shores?
Why are so many South African investors increasing their offshore allocations and should you be following suit? The rand denominated Denker Sanlam Collective Investments (SCI)
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
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
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
Podcast: Returns from the financial sector: Comments, analysis and prospects
The Denker Global Financial Fund returned 82.3% in US dollars for the 12 months to the end of March, outperforming the MSCI World Financials Index
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
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
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
The benefits of staying the course during a crisis: a lesson from Brazil
The seemingly endless negative headlines about the impact of the Covid-19 pandemic on global health systems, economies and markets runs the risk of making us
