Small wins, big returns
Lessons from Djokovic for the world of investing.
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acquisitions | AI in investment | asset managers | concentration of market power | emerging markets | SAFM Market Update
Global acquisitions power Ninety One’s growth
CEO Hendrik du Toit comments on solid growth despite geopolitical challenges slowing second-half inflows, touching on AI investment risks, a Sanlam acquisition, the launch of Ninety One Asia, and its increased share buyback programme.
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asset managers | capital preservation | financial markets | Geopolitical shocks | Grant Dixon | Peregrine Capital
Risk is what you don’t see
Beyond the obvious – the market crashes, the geopolitical shocks, recessions and black swan events – lies a bigger danger, often slow and silent.