Innovation in the SA payments landscape: Can the banks respond?
The payments sector in South Africa is undergoing rapid transformation, driven by digital innovation, regulatory reform, and shifting consumer behavior. Fueled in part by the
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
India: in slow ‘Modi’?
Indian weddings are known for being extravagant, with families saving for years in order to spare no expense for the perfect day. In fact, the
Meet Craig Metherell, our new equity analyst
We are committed to finding well-researched, attractive investment opportunities that will enable our investors to grow their wealth over the long term. This requires members
