Please click below to listen to a web-based meeting we held at the end of April 2020 on the impact of the current crisis on managing a local equity fund, specifically our Denker SCI Equity Fund. A summary of the main points is listed below.
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 ...
1. The world will not stop operating – companies will still produce goods and consumers will still consume. Despite all the unknowns we are facing what we do know is that we still need to eat, we still need healthcare (more so now), we ...
If you would like to hear our thoughts on the current issues facing South Africa, amidst the Covid-19 pandemic, please click below to listen to a web-based meeting we hosted yesterday (14 April 2020). A summary of the main points is ...
There has been no greater pandemic than the Spanish flu of 1918. However, the Spanish flu happened during World War I, which makes direct comparisons a little harder.
The financial sector has declined significantly, presenting very attractive investment opportunities. Last week, European financials were trading at new lows following the 1987 Black Monday lows, recording a decline of 28% in just two ...