Deon Gouws March 2025 Radio 702
Earlier this week, Deon Gouws, Chief Investment Officer at Credo, participated in The Money Show with Stephen Grootes and offered comment on the fact that large international investors have been net sellers of South African bonds recently. Listen below (from 29:13).
Damian Yeomans March 2025 Investment Week
Both Credo Dynamic Fund and Credo Growth Fund have been named as finalists at the Investment Week Fund Manager of the Year Awards 2025. The funds are shortlisted in the Managed 40-85% Shares and Managed Flexible Investment categories respectively, with the methodology for assessing funds based on 3-year performance data. The awards will be announced in London on the 19 June, with this year marking the 30th anniversary of the flagship industry event.
See nominees list
Deon Gouws March 2025 Old Mutual International
Last week, Old Mutual International arranged a regional symposium series for financial advisor clients, consisting of five consecutive events in five different cities across South Africa (Durban, Pretoria, Johannesburg, Gqeberha and Cape Town). Deon Gouws, Chief Investment Officer at Credo, opened the event with a TED-talk style presentation in which he reminded the audience of how lucky they all were to be part of the investment industry. He also participated in a panel discussion focusing on challenges and opportunities as presented by the current political and economic environment.
From left to right: Deon Gouws (Chief Investment Officer – Credo), Sikonathi Mantshantsha (Senior Journalist – News24), Trevor John (Head: Old Mutual International - Sales & Distribution), Victor Mupunga (Head of Research – Old Mutual Private Clients), Dawie Roodt (Chief Economist – Efficient Group) and Khaya Gobodo (Former Managing Director – Old Mutual Investments).
Archie Mayer March 2025
February saw mixed returns across major global equity markets. The S&P 500 and NASDAQ experienced negative returns of 1.3% and 3.9%, respectively, measured in their local currencies. The continued uncertainty around US President Trump’s tariff policies, particularly towards the country’s largest trading partners in...
Click below for the latest factsheets.
Best Ideas Portfolio Dividend Growth Portfolio
Deon Gouws February 2025 Financial Mail
A few weeks ago, little-known Chinese company DeepSeek unveiled a new artificial intelligence model which compared favourably to the best of the major US technology businesses (it was also a lot cheaper).
In his latest column for leading South African publication Financial Mail, Deon Gouws (Chief Investment Officer at Credo) discusses the market impact of this announcement.
Read the (paywalled) article Read the PDF
Jason Spilkin February 2025
Germany is synonymous with high quality manufacturing - more so than their sense of humour. Indeed, Audi automobile adverts use the motto “Vorsprung durch tecnik” to subtly highlight their German genes. Continental Tyres put it bluntly, “German engineering when you need it most on a car”. When it comes to engineering pedigree, MTU Aero Engines (“MTU”) represents the best of...
Read the full Spotlight
Archie Mayer February 2025
January saw strong returns across global equity markets. The S&P 500, FTSE 100, and Euro STOXX 50 rose by 2.8%, 6.2%, and 8.2%, respectively, and measured in their local currencies. There was continued optimism surrounding US President Trump, however, the launch of AI models by Chinese company, DeepSeek, posed...
Click below for the latest factsheets.
Best Ideas Portfolio Dividend Growth Portfolio
William Godsave February 2025 Farmers Weekly
William Godsave, Head of Financial Planning, recently discussed the subject of how life insurance can protect against IHT liability in the latest edition of Farmers Weekly.
Read the article
Jarrod Cahn January 2025 BCI
Earlier this week, Jarrod Cahn, Portfolio Manager for the Global Equity Fund, participated in the first of three Offshore Investment Manager Webinars hosted by BCI over the next couple of weeks.
Jarrod made the case for the inclusion of a value fund with a qualitative overview in client portfolios as a measure of diversification against the significant concentration risk we are seeing in the US and provide clients with exposure to high quality global businesses who are trading at sensible valuations.
Watch Jarrod's presentation
Deon Gouws January 2025 Financial Mail
At the beginning of every year, participants across the financial industry publish forecasts focusing on how they expect the following twelve months to play out.
In his latest column for leading South African publication Financial Mail, Deon Gouws (Chief Investment Officer at Credo) points out that most forecasts are in fact a waste of time.
Read the (paywalled) article Read the PDF
Archie Mayer January 2025
December was a poor month for global equity markets, with most major indices finishing the month down. The S&P 500 and FTSE 100 fell by 2.4% and 1.3%, respectively, measured in their local currencies. Mixed economic signals aided this drop, coupled with uncertainty over US trade policies affecting markets abroad. The NASDAQ and...
Click below for the latest factsheets.
Best Ideas Portfolio Dividend Growth Portfolio
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