Lesson one: not everything that happens matters to markets
Investors should focus on where money is moving and not just on the headlines
Resolving Reinet’s reticence
Tensions are rising amid punters’ frustration with Reinet’s dismissive attitude and lack of guidance about what it will do with its cash hoard.
AI is transforming the world as we know it
The investment opportunities of its next leg are in EM
There’s more to this than money
CIO and founder Shane Watkins speaks about the founding principles behind the business.
War and peace in the Middle East
How is the ceasefire progressing? In short, not well
The Broader implications of the Iranian War
Emerging markets face turbulence amid oil crisis and rising inflation
Compounding without the cracks
The role of hedge funds in volatile markets
Adapting the classic balanced portfolio
When inflation rises, stocks and bonds
stop singing to different tunes; they rhyme together.”
United approach can help to ensure online house doesn’t always win
Too many South Africans view online gambling as their ticket out of poverty
Why hedge funds belong in SA portfolios
Unlike traditional funds chained to
benchmarks, hedge funds can go where the
value is – and avoid where it isn’t.
Bright days ahead for emerging markets – catching the upswing early
Investors who build meaningful positions in EMs while scepticism is high may catch the first wave
Are global portfolios prepared for a regime change?
The global investment landscape is rapidly evolving, driven by the emergence of a multipolar world and
mounting fiscal pressures that threaten the traditional monetary policy framework.
Mythbusters – Hedge Fund Edition
Hedge funds often carry an air of mystery
and scepticism, particularly among
South African investors who may be
unfamiliar with their structure, purpose, and potential
Meet Shane Watkins
Use a crisis to buy the shares in the best companies with the best management
The Boutique that doesn’t want to be a boutique
All Weather Capital has ambitious growth plans. I spoke to CIO Shane Watkins about h
the firm’s approach in the long-only space has been set up to support these ambitions
Why unit trusts still make sense for SA investors
It is up to the financial advisors to determine
each and every client’s unique risk appetite
SA retailers’ optimism trumps tariff worries.
‘GNU trade’ has resulted in some SA-centric company’s share prices rising
anywhere between 50% and 100% from trough to peak
Africa labours under a hefty ‘prejudice premium’
Unfairly negative narrative regarding the continent costs its governments and people billions
Pension Corp is a hidden gem in the Reinet stable
With over £500bn in potential bulk annuity purchases likely in the next decade, the UK market is surging
All Weather Team Offsite: 2018-2021
HedgeNews Africa Awards 2020
All Weather through the ages
HedgeNews Africa 2019 and 2016
Naspers at crossroads as 36 activist investors question share swap, management alignment
Naspers mismangement has hit boiling point as SA’s top fund managers team together to enhance governance and management alignment.