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Insights categories - Local investing

Focusing on enduring trends for long-term growth

By Twanji Kalula on 27 Jun 2025

Reading time: 3 mins

From Trump’s market-moving “Liberation Day” tariffs to rising geopolitical tension and highly publicised diplomatic woes, long-term investors have had to...

Insights categories - Offshore investing

Investing offshore: Dependent on Great Expectations?

By Rob Perrone on 25 Jun 2025

Reading time: 2 mins

After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...

Insights category - companies

From pints to Pixar

By Rory Kutisker-Jacobson on 24 Jun 2025

Listening time: 46 mins

Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...

Insights categories - Offshore investing

Are global investors dependent on great expectations?

By Horacia Naidoo-McCarthy on 06 Jun 2025

Listening time: 52 mins

Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock...

Insights categories - ESG

Stewardship Report 2024: (Part 4) Our 2024 proxy voting record

By Ntsoaki Rampa on 04 Jun 2025

Reading time: 4 mins

In 2024, we made voting recommendations on 230 resolutions tabled at shareholder meetings, as shown in Table 1 , with 16% of these being dissenting votes....

Insights categories - ESG

Stewardship Report 2024: (Part 3) Our environmental, social and governance engagements in 2024

By Ntsoaki Rampa on 04 Jun 2025

Reading time: 4 mins

As part of our environmental, social and governance (ESG) engagement process, we typically interact with multiple stakeholders, including company boards and...

Insights categories - ESG

Stewardship Report 2024: (Part 2) Share issuances and buybacks – a case study

By Quirk Mothei on 04 Jun 2025

Reading time: 2 mins

Our engagements with a local company Companies use various sources of funding to finance their operations, including debt and ordinary share capital. As asse...

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