In The Press

Fiscal position is unsustainable regardless of whether the Democrats or Republicans are in power By Philip Short Philip Short talks to Jeremy Maggs on Moneyweb as to why neither presidential candidate is addressing the ballooning government deficit. Predicting what markets will do depending on the outcome of the...

As published in Glacier and Citywire on 16 October 2024 By JD Hayward Geopolitical tensions are on the rise across the globe. Aside from the current armed conflict in Ukraine, Israel’s operations against Hamas and Hezbollah, and various other internal or regional conflicts, tensions are also...

As published by Sanlam Glacier on 20 September 2024 By Gerhard Janse van Vuuren The relentless media coverage of all things AI (artificial intelligence), ChatGPT and other developments, might make one feel that the hype is overblown. There is, however, more to it than meets the eye....

As published by Sanlam Glacier on 13 September 2024 By Philip Short The US has a mountain of debt. What’s more, every year it adds to that debt. In fact, the US owes so much money that it cannot cover the interest payments on its existing debt,...

As published in Business Day on 2 August 2024 By Flagship Asset Management fund manager Philip Short The gold price remains on a record-breaking run as we head towards the unpredictable US elections, buoyed by its historical and increasingly attractive 21st-century geopolitical and macroeconomic attributes. But will it continue to rally even though it falls...

As featured in Business Day on 16 July 2024 By Flagship Asset Management global equity analyst Gerhard Janse van Vuuren China was one of the hot topics on Wall Street until investors turned their backs on it. China’s spectacular four-decade rise to global superpower made it the darling of the investment world. Its...

As published in Business Day on 24 June 2024 The popularity of seagoing holidays has risen over the past three decades. Depending on personal preference, one’s idea of an ideal holiday might not involve being confined to a ship at sea. Yet, for every person that dislikes the idea of a cruise...

As published in Citywire on 31 May 2024 By Patrick Cairns The Flagship IP Worldwide Flexible fund of funds takes ‘an active top-down approach’ to asset allocation decisions. The Flagship IP Worldwide Flexible fund of funds has gone through a number of iterations since it was launched...