Author: John

As published in Business Day on 21 August 2023 Philip Short explains to Simon Brown on Moneyweb that despite regulatory risks inherent in the tobacco industry, investment in vaping and strong pricing power in the US have resulted in stable earnings and dividend payouts from BAT. Consumers’...

As published in Business Day on 1 August 2023 JD Hayward chats to Michael Avery on Classic Business about the importance of crude oil as a raw material input to all industrial activity and why it is set to benefit from positive long-term fundamentals. Crude oil is...

This article was written by Gerhard Janse van Vuuren. In the realm of investing, timing is everything. The ability to make the right move at the right moment can be the difference between reaping substantial gains or suffering significant losses. As investors navigate the complex landscape...

As published by Sanlam Glacier on 9 June 2023 In times of economic uncertainty, investors often turn to top-down investment strategies that attempt to predict the direction of the economy. While this approach may seem logical, it is not always the most effective way to achieve...

Pieter Hundersmarck of Flagship Asset Management discusses the current drivers of volatility in the global market update with Michael Avery on Hot 1027 Business. About Pieter Hundersmarck: Pieter is a fund manager and member of Flagship’s global investments team. Pieter has been investing internationally...