In The Press

Pieter Hundersmarck of Flagship Asset Management highlights that the lion’s share of the JSE returns comes from exposure to China via Naspers with Bruce Whitfield on The Money Show About Pieter Hundersmarck: Pieter is a fund manager and member of Flagship’s global investments team. Pieter has been investing...

About Pieter Hundersmarck: Pieter is a fund manager and member of Flagship’s global investments team. Pieter has been investing internationally for over 13 years. Prior to Flagship, he worked at Coronation Fund Managers for 10 years in the Global and Global Emerging Markets teams, and also co-managed...

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...