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WEBINAR: FISHING WHERE THE FISH ARE

We hosted a webinar on Thursday 20 August where portfolio managers Sam Houlie, Piet Viljoen and Raymond Shapiro discussed the best local and global opportunities they are finding in today’s tumultuous yet fascinating market backdrop.

ACRONYMS ARE NOT A SAFE SPACE

Portfolio Manager Piet Viljoen reflects on how most investing concepts expressed in terms of acronyms have historically had poor track records. 19 August 2020

IS PICKING STOCKS WORTH THE EFFORT? BY PATRICK CAIRNS

Sam Houlie, Counterpoint’s Chief Investment Officer and Portfolio Manager of the Counterpoint SCI Cautious Fund – one of the top-performing multi-asset low equity funds over the past five years – shared his insights on the subject.
3 July 2020

NOTHING WORRIES ME

Portfolio manager Piet Viljoen reflects on how, judged in isolation, markets may appear irrational right now – but may be better understood after evaluating the incentives at play. 25 June 2020

THE BOMB

Portfolio Manager Piet Viljoen discusses his current thinking on the RECM Global Flexible Fund
13 May 2020

SA GOVERNMENT DEBT

Debt, Government Debt, potential default and the ZAR. Lessons for South Africa from Lebanon and Argentina
Alex Pestana, 17 March 2020

CORONAVIRUS (COVID-19) COMMUNIQUÉ

The potential threats to the global economy from the corona virus outbreak are continually being processed by the markets, and with a particular vengeance.
Alex Pestana, 11 March 2020

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