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Investing perspectives

Consumer spending changes are influencing business models and earnings growth
Investing perspectives

The relevance of equity in a balanced fund

The asset allocation decision within a balanced fund, largely based on the well-known and not always appreciated, concept of understanding the relationship between risk and reward

Vaccine-Thought-Leadership
Absolute Returns team insights

Vaccine Modelling Thought Leadership

The logistics, the costs and the availability of the Covid-19 vaccine bring significant challenges and complexity to a simple solution aimed at leading societies and economies back to health.

Health Care risks – time for a check-up
Absolute Returns team insights

Health Care risks – time for a check-up

In the middle of a global health care pandemic, with the economy on life support, the health care sector plays a defensive role in portfolio construction.

Banking Sector Investments
Absolute Returns team insights

Banking sector investments: idea and process

The Absolute Return team holds a positive outlook on South African banks, based on the following factors which we unpack in this article written by Vaughan Henkel.

Investing perspectives

Going digital…faster

‘Staying home’ in 2020 has seen online shopping increase further, entrenching behaviours that may not have shifted before the pandemic.

Investing perspectives

A systematic approach to active management

Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.