Investment insights from Reza Hendrickse, portfolio manager at PPS Investments.
May 19
21 min
Ninety One’s George Cheveley says central bank buying, US fiscal strain and resilient margins could extend the gold rally.
Mar 3
30 min
This idea of 'earning a dividend cheque while you slept' and having something to replace your income became quite appealing to me and a pretty big part of my investment strategy’ – Craig Antonie, chief investment officer of AnBro Capital Investments.
Dec 4, 2024
24 min
My philosophy is to invest when markets are dislocated, because companies might face challenges but whole industries won’t disappear forever: Patrice Rassou of Ashburton Investments.
Nov 27, 2024
22 min
Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.
Oct 23, 2024
18 min
Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.
Oct 9, 2024
18 min
Varshan Maharaj from Allan Gray has a lot of intellectual curiosity, sees participating in markets as a ‘contest of ideas’, believes in the basket approach to thematic investing, and tells us which ‘theme basket’ his proudest investment sits in.
Oct 2, 2024
20 min
‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.
Sep 11, 2024
13 min
Company valuations drew her from the outset, so after a great deal of study, Derinia Mathura found herself a young professional managing the Melville Douglas Global Equity Fund.
Sep 4, 2024
22 min
You might become a portfolio manager at Sanlam Private Wealth – after trying your hand as a casino dealer, English teacher, lecturer and film producer. Thato Mashigo tells us his story.
Aug 28, 2024
23 min
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