What is the point of wealth in a broken world – Money Marketing
It’s not a simple case of choosing between purpose and profit for asset allocators, many of whom are taking a more nuanced view as they engage with issues rather than avoiding them by disinvesting. Investors are increasingly applying non-financial factors related to Environmental, Social and Governance (ESG) issues to identify material risks and growth opportunities. […]
How a rattled SA became Anglo’s best defence against BHP bid – BizNews
In a dramatic corporate standoff, Anglo American successfully thwarted BHP’s $49 billion takeover bid by rallying around its deep-rooted legacy in South Africa. With over 20% of its shares held locally, Anglo leveraged its national significance and employed a strategic defence led by CEO Duncan Wanblad. With comment from Mandi Dungwa – portfolio manager for […]
‘Like a Swiss ski slope’: Uncertainty clouds battered Sasol’s investment outlook – News24
The new CEO of Sasol, Simon Baloyi, has been in the hot seat for only one month, but it has already been a bit of a rollercoaster ride. News of reprieve of certain emissions standards related to sulphur dioxide from Sasol operations bolstered the company share price earlier in April. Insights from Abdul Davids – […]
Camissa explains its SA equity underperformance – Citywire
Camissa’s philosophy is that share prices overreact to the downside and give investors buying opportunities. A key reason the R678m Camissa SA Equity fund has underperformed since its inception in September 2022 is because of its exposure to troubled companies. Insights provided during recent webinar by Gavin Wood – CIO for Camissa Asset Management. view […]
Sasol emissions reprieve: markets celebrate while activists fume – News24
A decision to moderate the way Sasol’s emissions will be measured and regulated may have activists fuming, but it sent the company’s share price sharply upward on Monday. Commentary from Abdul Davids – head of research for Camissa Asset Management. view article
Shoprite looks for growth tonic – Business Live
Supermarket group wants to challenge Clicks and Dis-Chem in the health and wellness segment. With insight from Mohamed Mitha – investment analyst for Camissa Asset Management. view article
Sasol up to the task of handling volatility, says CEO Fleetwood Grobler – Business Day
Sasol, SA’s biggest producer of liquid fuel from coal, is working on a package of measures to beef up its cash flow generation after its half-year profits plunged 34% due to weaker oil and chemical prices. With commentary from Abdul Davids – head of research for Camissa Asset Management. view article
Morningstar Announces Finalists for 2024 Morningstar Awards for Investing Excellence South Africa – FANews
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the nominees for the 2024 Morningstar Awards for Investing Excellence South Africa. The awards recognise those funds and asset managers that have served investors well over the long term and which Morningstar’s Manager Research team believes will be able to deliver competitive […]
Few jingling tills this year, say analysts – The Sunday Times
Retail, which had a tough year navigating load-shedding and a weak macroeconomic environment that hit consumers’ disposable income, could be in for another difficult year as analysts flag risks to growth. Article by Thabiso Mochiko with commentary from Mohamed Mitha – investment analyst for Camissa Asset Management. view article
Learning from bygone investment luminaries creates a solid foundation – Moneyweb
Investing is for the patient – it’s not a 100m sprint – and pay down your debt; try to invest with after-debt earnings and savings: Abdul Davids, Head of Research for Camissa Asset Management. Article by Ryk van Niekerk. view article
