In The Press

As published by Sanlam Glacier on 29 Apr, 2022 by Kyle Wales In his latest budget speech, finance minister Enoch Gondwana announced that the offshore limit for pension funds would be raised from an effective 40% (30% ROW+ 10% Africa) to 45% (no distinction made between ROW and Africa). This...

As published by Sanlam Glacier on 8 Apr, 2022 by Kyle Wales For the last year opinions around what the future path for inflation was divided into two camps. The inflation hawks backed the thesis that inflation was likely to be transient, due to the once-off...

As published by Sanlam Glacier on 1 Apr, 2022 by Pieter Hundersmarck When PE multiples fall and never recover There are two occasions when bottom fishing - or ‘catching a falling knife’ - doesn’t work. The first instance is classic overvaluation, which is when the valuation of a...

As presented at Meet the Mangers Conference in March  2022 by Pieter Hundersmarck, Flagship Asset Management presents two investment cases which highlight how our global managers are finding value in the trends that will shape our lives.   ...

As published by Business Day on 28 Mar, 2022 by Kyle Wales The SA Reserve Bank’s mandate focuses on protecting the value of the currency in the interest of balanced and sustainable economic growth, and maintaining financial stability. This has been interpreted to mean keeping inflation...