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Investing perspectives

Vaccine-Thought-Leadership
Investing perspectives

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
Investing perspectives

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
Investing perspectives

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.

Investing perspectives

Investment opportunities in a changing world

Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.