SA Listed Property Review - November 2025
​South African listed property sector sees strong November performance fueled by rate cuts and solid results, but challenges remain with negative...
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Tracking the AI Cycle : A Macro View
We provide a macro view and three indicators which investors can use to track the AI cycle. They are no where near a 1999 dot-com bubble scenario...
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Datatec — Strong H1 and positive outlook drive upgrades
Datatec reported strong growth in underlying volume, gross profit and adjusted EBITDA in H126, driving a 43% year-on-year increase in underlying...
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AI And Investing In The New Technological Revolution
​Understanding the phases of technological revolutions can guide investment strategies, with AI seen as a critical milestone in the current...
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Ray Dalio’s All-Weather Portfolio Works In Any Market – And This Tweak Makes It Even Better
​Ray Dalio's All-Weather Portfolio can be enhanced with a trend filter for improved risk-adjusted returns, reducing drawdowns, and providing a...
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