Archives


  • Thumbnail Focus on
    Outcome and views of the 2019 national elections

    14 May 2019
    Ashburton Investments

    The 6th National Elections since democracy in 1994 were held on 8 May 2019 and the outcome of the vote is crucial for the road ahead with regards to the South African economy and asset prices. We include a podcast from Ashburton Investments on how we interpret the outcome of the elections as well as the effect this should have on our markets.

  • Thumbnail Focus on
    Looking for ‘quality shares’ a good solution for very nervous South African investors

    13 March 2019
    Ashburton Investments

    Trade wars, slowing global growth, power failures, nervousness ahead of elections, possible fur-ther rating downgrades and some spectacular price collapses in Johannesburg Stock Exchange (JSE) market darlings have led...

  • Thumbnail Focus on
    Does investing in the rest of Africa make sense for South Africans considering we are part of the continent?

    30 January 2019
    Ashburton Investments

    As investors, we are all aware of the need to diversify our exposure because it reduces the volatility of investment returns and has the benefit of not putting all your eggs in one basket.

  • Thumbnail Focus on
    Achieving a single market in Africa

    24 January 2019
    Ashburton Investments

    The business leaders at WEF 2019 bemoaned the difficulty in obtaining work permits and visas for Africans across the continent. For businesses to thrive, the continent needs best practices and the best business people to move across country borders with ease.

  • Thumbnail Focus on
    World Economic Forum flags need for Africa to reduce non-tariff trade barriers

    24 January 2019
    Ashburton Investments

    On 22 January 2019, a session was held at the World Economic Forum (WEF) in Davos called “Achieving a single market in Africa”. The panel consisted of business leaders from Pan African companies, the President of the African Development Bank (AfDB) and Oxfam.

  • Thumbnail Focus on
    India's state election results

    12 December 2018
    Ashburton Investments

    India turns its attention to the results of the state elections, seen as a litmus test for the popularity of Prime Minister Modi and his Bharatiya Janata Party (BJP) as we head towards the general election scheduled for the first half of 2019.

  • Thumbnail Focus on
    Season's greetings and best wishes for 2019

    12 December 2018
    Ashburton Investments

    May your holiday season be filled with fun, peace, joy and all your favourite activities. We thank you for your support throughout the year and we hope to remain your investment partner of choice in the new year. Season’s greetings and best wishes for 2019 from all of us at Ashburton Investments.

  • Thumbnail Focus on
    Brexit: All options are on the table

    15 November 2018
    Ashburton Investments

    As divides widen and the ultimate outcome of Brexit remains uncertain Head of Global Equity Research, Robert Lea, looks at where the UK goes from here.

  • Thumbnail Focus on
    Why you should invest in African countries – especially after the budget

    07 March 2018
    Ashburton Investments

    ...across the continent, growth is continuing, infrastructure is improving and business conditions are getting better

  • Thumbnail Strategy update
    US election

    08 November 2016
    Ashburton Investments

    As possibly the most bitter and event-laden election campaign in US history finally draws to a close today, the world will wake up on Wednesday to a new dawn of uncertainty with a Trump victory or more of the same from the Clinton political dynasty.

  • Thumbnail Focus on
    Ask the experts

    07 November 2016
    Ashburton Investments

    The informal panel discussion followed an overview of Ashburton Investments’ overarching approach and growth over the past few years.

  • Thumbnail
    As we see it…

    07 November 2016
    Ashburton Investments

    Appleton, outlining the reasons for current volatility, noted local issues like the attack on institutions and capital constraints, coupled with low consumer confidence, low levels of fixed investment and the devastating impact of the drought in South Africa.

  • Thumbnail Focus on
    Navigating turbulent times

    07 November 2016
    Ashburton Investments

    Where we find investors in the market, be it Japan, Hong Kong, Singapore, the US or in Canada, not only are their pension funds underfunded but they also have an aging population. So more people are drawing on pension funds, which, in turn, don’t have sufficient money.

  • Thumbnail Strategy update
    Brexit and the way forward

    30 June 2016
    Ashburton Investments

    As the dust begins to settle, we analyse Brexit’s impact on our investments and its wider implications.

  • Thumbnail Focus on
    Driverless cars – a bumpy road ahead?

    18 January 2016
    Ashburton Investments

    The Back to the Future film franchise forecast that by October 2015 we would be driving about in flying cars. Sadly that is not the case. Simon Finch and Jonathan Aldrich-Blake explore.