In The Press

By Pieter Hundersmarck A cautionary tale about the vaccine-optimism priced into global stock markets The positive news about COVID-19 vaccines has sent stock markets to new highs from already elevated levels. But upbeat investors may be getting ahead of themselves because there are many uncertainties and...

By Kyle Wales As published by BusinessLive.co.za on 07 June, 2020 America is likely to remain the captain of the fourth industrial revolution. Much has been said about the degree to which US stocks have outperformed their global counterparts. Over the last 10 years[1],  owning US stocks has...

By Pieter Hundersmarck 26 May 2020 "In the stock market, the most important organ is the stomach. It's not the brain." – Peter Lynch Nearly 40 years ago, on June 1, 1980, Ted Turner launched CNN, the first 24-hour news operation. At the time of CNN’s launch, American...

March 2, 2020 Dear Investor, Many of you are aware of the coronavirus that began in China and has now expanded to other countries around the globe. The coronavirus disease (COVID-19) was first reported in Wuhan, China, on 31 December 2019. Initially the bulk of cases and fatalities...