Author: John

Kyle Wales of Flagship Asset Management talks to Simon Brown on Moneyweb about the offshore sector, China’s fall from grace and his stock picks for the challenging year ahead. As Wall Street hits consecutive record highs in the waning weeks of January, the reality is in...

Philip Short of Flagship Asset Management chats to Bruce Whitfield on The Money Show about economic indicators in the US and what those might mean for South African’s and global investors in 2024? About the author Philip Short BSc (Maths) CFA Co-Fund Manager Philip is a co-fund manager and...

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...