August 11, 2026
Beyond the Prompt:Capitalising on the AI Stack
In this latest Investment Insights thought piece, we explore why we own the constraint...
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August 3, 2026
Benguela Global Market Perspectives | Oil, Rates and the AI Trade by Zwelakhe Mnguni
Zwelakhe Mnguni analyses the impact of rising oil prices, higher-for-longer interest rates and the...
August 3, 2026
Not All Quality Is Equal: The BQS and the Shades of Quality in a Value-Led Market by Zwelakhe Mnguni
Zwelakhe examines the Benguela Quality Score (BQS), the five shades of quality, and how...
July 13, 2026
Sparring with Offshore Retail Disaster: A Quality Investor’s Requiem for a Fallen Core Holding by Zwelakhe Mnguni
Zwelakhe examines how SPAR's offshore expansion eroded shareholder value, weakened its competitive advantage, and...
July 13, 2026
SpaceX: Priced for the Stars, Valued by the Moon by Zwelakhe Mnguni
SpaceX has redefined innovation, but does its valuation reflect reality? In this latest Investment...
May 27, 2026
Does Quality Actually Pay? by Sanele Makamo
In this thought piece, Zwelakhe examines the global implications of recent developments in Venezuela,...
January 23, 2026
Grant Nader on Stock Watch: Global Markets, Intel & Mr Price’s NKD Deal – 22 January 2026
Grant Nader features on Stock Watch on Business Day TV, sharing insights on global...
January 22, 2026
Victor Seanie on Radio 702: Shareholder Concerns Over Mr Price’s NKD Deal
Victor Seanie, Head of SA Research at Benguela Global Fund Managers, discusses shareholder concerns...
January 13, 2026
The Structural Fallout of a Post-Maduro World by Zwelakhe Mnguni
In this thought piece, Zwelakhe examines the global implications of recent developments in Venezuela,...
January 12, 2026
2026 Global Outlook: The Great Rotation by Zwelakhe Mnguni
In this thought piece, Zwelakhe explores the growing disconnect between the real economy and...
July 1, 2025
Zwelakhe Mnguni on Business Day TV – 30 June 2025
Our CIO and Co-Founder, Zwelakhe Mnguni, joined Business Day TV to deliver expert market...
June 26, 2025
Grant Nader discusses market trends on BusinessDay TV – 24 June 2025
Grant Nader, Acting CEO and Portfolio Manager at Benguela Global Fund Managers, was recently...