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 their feedback from their recent company engagements.
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 the fear of sharply higher interest rates and a ...
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 Global Financial Fund returned 82.3% in US dollars for the 12 months to the end of March, outperforming the MSCI World Financials Index by over 20%. In the latest episode of our podcast, Denker Capital global financial ...
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. • ...
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 ...
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 ...
Brazil’s economic history is characterised by extreme volatility, and the 2015 crisis was particularly severe. The country has contended with many challenges over the decades – hyperinflation, political turbulence, military ...
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