Please join Paul Stewart, Brian Pyle, Piet Viljoen and Ian Anderson for an update on the milestones reached by Counterpoint Asset Management. More specifically, what steps were followed for the successful merger of three asset management companies.
The Counterpoint Fixed Income team, Raihan Allie and Daniel King, presents their view on local interest rate and bond market dynamics. We do a deep dive into South Africa’s fiscal situation and ask the question, “Is South Africa in a fiscal death spiral?”.
Despite the strong rebound in prices, income yields are still at historic high levels. What does this mean for retirement income planning? Join Counterpoint Portfolio Manager, Ian Anderson, as he shares his views post the 10 year anniversary of the P&G portfolios.
Head of Fixed Income, Daniel King, discusses how to improve investment decision making and outcomes via negativa.
In this Thought Piece, Daniel King discusses what the yield curve may be telling us, and how competing theories imply vastly different outlooks for asset class returns.
Join Counterpoint Portfolio Manager, Raymond Shapiro, as he provides some insights on the “how” and “why” of Quality Investing.
Join Counterpoint Portfolio Manager, Piet Viljoen, as he provides some insights on the “how” and “why” of Value Investing.
Russian Invasion of Ukraine – A Humanitarian Disaster and Outsized Global Risk
Join Counterpoint Equity Analyst Paul Trilivas alongside Portfolio Managers Ray Shapiro and Ian Anderson, for a topical discussion on the different lenses they view the JSE through, and where they are finding opportunities as a result.
Portfolio Manager, Piet Viljoen, shares his view on the workings of the “invisible hand” and how it is essential that one focuses on supply dynamics, when creating your expectation around future commodity prices.