SA equities: the long game
Since the Government of National Unity was established in 2024, the initial wave of euphoria has passed. In the early phase, sentiment played a key
What is the optimal offshore equity allocation?
With the recent increase in the regulatory limit allowing South African investors to maximise their offshore investment exposure to 45%, a lot of investors are
Podcast: Is it time to replace fear with FOMO?
In this episode, the Denker Capital portfolio managers chat to Nigel Barnes about the current and near-term prospects within the local and global areas that
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
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
Podcast: Latest trends in the South African equity market
In this episode, Jan Meintjes and Claude van Cuyck discuss the standout themes from the first quarter’s company results and management interactions. They also cover
South African companies: The outlook after lockdown
Our local equities team recently presented their views on the outlook for South African equities and how this is reflected in the positioning of the
