Archives


  • Thumbnail Global perspectives
    Annual Global Perspectives Virtual Conference 2020

    25 November 2020
    Ashburton Investments

    This year our annual Global Perspectives conference focused on the impact of COVID-19 on asset markets and the investment industry, current trends and the geopolitical environment and our global and local economic views, asset allocation and stock selection for 2020 and the future.

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    The rise of zombie companies is bad for economic growth

    20 November 2020
    Albert Botha

    A growing number of zombie companies – that are neither flourishing nor dead - as a result of low interest rates, spells bad news for economic growth and productivity.

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    These stocks are very well placed to benefit from post COVID-19 secular trends

    20 November 2020
    James Cooke

    We have identified three major secular trends catalysed by the Coronavirus (COVID-19) - and have invested in the stocks that are expect to most benefit in the Ashburton Global Leaders Equity Fund. The fund invests in a concentrated portfolio of the world’s most prominent mega-cap companies.

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    Enabling infrastructure investment – a focal point for South Africa’s depressed economy

    16 November 2020
    Santhuri Thaver

    As we face a significantly depressed economic outlook with the urgent need to revitalise our economy and create jobs, infrastructure investment once again becomes a focal point to stimulate economic growth.

  • Thumbnail COVID-19
    Confidence in fragile times

    12 November 2020
    James Cooke

    Although there is still some way to go to reverse the COVID-19 lockdown induced economic damage, we continue to forecast economic improvement from the currently depressed levels

  • Thumbnail Monthly commentary
    Chindia Equity Fund: November 2020

    11 November 2020
    James Cooke

    The Chindia Fund continued to do well during the month, gaining 4%.

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    Latest research proves that ESG is now part of mainstream investment process

    10 November 2020
    Ringetani Ndlovu

    Over the past few years, Environmental, Social and Governance (ESG) considerations have become part of the mainstream investment process.

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    US Elections: The forbidden world of Donald Trump

    10 November 2020
    Patrice Rassou

    The United States (US) elections have become a prism though which we can view the world we live in. One where alternative realities can coexist and consensus seeking is becoming increasingly difficult. In that world, experts get humbled by the novice, where popular sentiment overwhelms rational logic and where the rules get rewritten and reinterpreted on a daily basis.

  • Thumbnail Monthly commentary
    Multi Asset Funds: November 2020

    06 November 2020
    Jarred Sullivan

    Our Global Multi Asset Funds consolidated in line with expectations given the market pullback amid US election jitters with the Global Growth Fund falling by 1.5% in October, albeit marginally better than the USD Global Growth Composite of a 1.7% decline.

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    Monthly investment update

    05 November 2020
    Nico Els

    Global markets started the month off on a tear but ran out of steam as the month progressed, despite generally better-than-expected results out of both United States (US) and European companies for the third quarter.

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    Mapping a century of global leaders and domino trend ecosystem

    02 November 2020
    Mathew John and Patrice Rassou

    A century after Henry Ford and his Model T heralded the modern car industry, the stratospheric rise of Elon Musk’s Tesla, the electric car pioneer, is signalling a significant turning point for that industry. A century ago, the car industry was enabled by the emergence of a number of key supporting industries such as oil, steel, aluminum, rubber and leather.

  • Thumbnail Vods and pods
    Fixed income monthly feedback session with Albert Botha

    28 October 2020
    Albert Botha

    An interactive discussion with Albert Botha, Head of Fixed Income Portfolio Management, who will share feedback on fixed income.

  • Thumbnail Monthly commentary
    Multi Asset Funds: October 2020

    21 October 2020
    Jarred Sullivan

    Ashburton Global Multi Asset Funds continued to gain ground over the third quarter, building on the markets’ rebound from the second quarter, although eased back in September.

  • Thumbnail Vods and pods
    Looking back and going forward with Wayne McCurrie

    13 October 2020
    Ashburton Investments

    An interactive discussion with Wayne McCurrie, Equity Researcher at FNB Wealth and Investments, who will look at some of the challenges and opportunities in current markets and asset classes.

  • Thumbnail Vods and pods
    Fixed income funds and options

    08 October 2020
    Albert Botha

    An interactive discussion with Albert Botha, Head of Fixed Income Portfolio Management. He will share insights on fixed income funds and how your business can benefit from these products in light of the current challenges we find ourselves in due to COVID-19. In the current times of uncertainty, we want to share with you our views and positions for the next 12 months in order to give you peace of mind and better direction for your investment and savings goals.