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WHY DID THE COUNTERPOINT MERGER WORK? – MAY 2022

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.

IS SOUTH AFRICA IN A FISCAL DEATH SPIRAL? – MAY 2022

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?”.

COFFEE WITH COUNTERPOINT – March 2022

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.

HOW BADLY DO YOU WANT THAT BICYCLE?

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.

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