One year in: Global smaller companies AMC
Just over a year ago, we set out to give South African investors a simple way to access overlooked small- and mid-size companies in global
A look at LatAm fintechs and the future of global financials
In this episode of the Denker Capital podcast, Nigel Barnes speaks with Barry de Kock and Kokkie Kooyman from our global financials team. Fresh from
Global financials: returns, positioning and what’s next
We’re kicking off the year with a look at the global financials landscape in 2025. In this podcast Nigel Barnes is joined by Kokkie Kooyman,
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