Water security is one of South Africa’s most pressing challenges. We unpack the economic ripple effects of water shortages and explore regulatory shifts and infrastructure efforts aimed at improving water management.

We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward.

We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?

In The power brief we tackle burning questions about loadshedding, Eskom, and energy supply in South Africa. Join Head of Fixed Interest Research, Mauro Longano, and Fund Manager Azola Lowan as they look into the reasons for the sustained streak without loadshedding and ask what we can expect heading into winter.

The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.

In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.

Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.

In this episode, Head of Global Frontier Markets Peter Leger provides an update on Zimbabwe and shares why he’s seeing significant upside to fair value within our Frontier Market portfolios.

In this episode, Head of Global Developed Markets Research Neil Padoa unpacks the unusual situation of having bull markets in both equities and bonds and shares how we are positioned across the global asset classes.

In this episode, investment analyst Lisa Haakman discusses key changes to our Global Emerging Markets Strategy in recent months and unpacks a few opportunities that excites us.