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Aug/Sept/Oct 2023

Big tech turnaroud. What's behind the recovery

Big tech turnaround: What’s behind the recovery?

After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022. In recent months the tables have turned once again, says Kondi Nkosi, South Africa Country Head at Schroders.
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Personal advice needs a platform experience to match

Kapil Joshi reminds us that financial advisers have always understood a simple truth: no two clients are the same.

Emerging markets tech: bubble or structural growth cycle?

Tom Wilson writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.

Where value meets macro

Leandro Gastaldi discusses Macrovalue investing and a probability-based approach to markets.

Amplify Investment Partners

Amplify Investment Partners recently celebrated nine top-tier awards for industry-leading performance.

Four questions on investing in a geopolitically uncertain world

John Gilchrist writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.
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