Articles & Insights
In-depth analysis and thought leadership from our investment professionals
Lesson one: not everything that happens matters to markets
Investors should focus on where money is moving and not just on the headlines
July 22, 2026
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.
June 22, 2026
AI is transforming the world as we know it
The investment opportunities of its next leg are in EM
June 5, 2026
There’s more to this than money
CIO and founder Shane Watkins speaks about the founding principles behind the business.
April 21, 2026
War and peace in the Middle East
How is the ceasefire progressing? In short, not well
April 16, 2026
The Broader implications of the Iranian War
Emerging markets face turbulence amid oil crisis and rising inflation
March 23, 2026
Compounding without the cracks
The role of hedge funds in volatile markets
March 6, 2026
Adapting the classic balanced portfolio
When inflation rises, stocks and bonds stop singing to different tunes; they rhyme together.”
December 9, 2025
Videos
Watch our latest market insights and educational content
Brand Video
July 24, 2026
4:31
Nomsa Sibanda – For Positive Outcomes
July 24, 2026
0:09
Watch now: Investing for positive outcomes
"For Positive Outcomes" is more than our strapline. It's the lens we look through in everything we do. It's there in how we invest, always weighing up the best outcome for our clients and the businesses we invest in. It's there in how we grow our people, from graduate programmes to the leaders we're building for tomorrow. It's there in our ESG commitments and in how we show up for our clients. In this video, our team share what positive outcomes means to them, in their own words. Different roles, different perspectives, one shared purpose: in everything we do, our focus is for positive outcomes.
July 24, 2026
2:09
Founder – The Engen
July 24, 2026
1:05
Nick van Rensburg – Global Macro Overlay
July 24, 2026
2:23
Founders
All Weather Founders explore the mindset, resilience and strategic thinking required to build businesses that thrive through changing market conditions. Through candid conversations and practical insights, founders share lessons on growth, leadership and long-term success.
July 24, 2026
30:04
Mark Scholefield – For Positive Outcomes
July 24, 2026
0:52
Nomsa Sibanda – ESG
July 24, 2026
1:45
FR Flexible Income Fund
July 24, 2026
0:53
FR Best Ideas Fund
July 24, 2026
1:11
Performance Retail Hedge Fund
July 24, 2026
1:13
Prescient Global Emerging Markets Fund
July 24, 2026
2:02
Founders Conversation Short
July 24, 2026
4:31
Mandilakhe Ngqoza – For Positive Outcomes
July 24, 2026
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Capital Global Hedge Segregated Portfolio
July 24, 2026
0:37
Market Neutral Retail Hedge Fund
July 24, 2026
0:54
FR Bond Fund
July 24, 2026
0:27
FR Property Fund
July 24, 2026
0:53
FR Equity Fund
July 24, 2026
1:08
Founders Conversation Macro
July 24, 2026
1:33
FR Balanced Fund
July 24, 2026
0:44
FR Global Resources Fund
July 24, 2026
1:42
Dumisani Ndlovu – Graduate Programme
Dumisani Ndlovu provides an introduction to Ignite, All Weather's exciting graduate program.
July 24, 2026
0:48
Patsy David – For Positive Outcomes
July 24, 2026
1:20
Neal Smith – FR Global Emerging Markets
July 24, 2026
1:03
Sanelisiwe Tofile – For Positive Outcomes
July 24, 2026
0:37
FR SA Balanced Fund
July 24, 2026
0:52
Prince Mopai – For Positive Outcomes
July 24, 2026
0:32
Richard Shepherd – FR Global Emerging Markets
July 24, 2026
1:13
Shane Watkins – Partner with Distributors
Shane talks about partners and how All Weather aids in distributions efforts
July 23, 2026
0:50