September 23, 2021
A Look At Equity Market Risk From A Debt Perspective
At Benguela we focus most of our forward-looking efforts on the fundamentals of individual...
News & Insight
Massmart and its retail brands are prevalent in every South African's life. Being one...
Massmart and its retail brands are prevalent in every South African's life. Being one...
June 1, 2020
The Case For Global Investment: Why You Should Include Global Equities in Your Portfolio
What is the case for global investment and does partnering with an overseas-based global...
The words “investment risk” often evoke an ardour for sophisticated statistical models. Indeed, ...
Active share is useful in evaluating whether an active manager has a portfolio that...
Starting Good Investment Habits in the Heat of the Covid-19 Crisis and How Benguela...
Moody’s on Friday, 27 March 2020 announced that they were cutting South Africa’s sovereign...
January 9, 2020
Benguela Global Macro Outlook 1Q 2020…….
The investment community is confronted with a flurry of mostly economic news and, to...
Capitec Bank Holdings dismissed Benguela Global Fund Managers’ letter on Thursday, which had raised...