November 2, 2022

Not quite a new year

Did 2020 ever end? It doesn’t feel like it. In the first few days of 2021 we’ve seen Covid-19 infections rising unabated, lockdowns, load-shedding, political chaos in the US and wild Bitcoin swings.
Read More
November 2, 2022

Why everyone’s talking about hydrogen?

Almost any stock with a decent hydrogen angle performed well in 2020. So, what is all the excitement about, and are these stocks in a bubble?
Read More
September 27, 2022

BlackRock Investment Institute 2021 Global Outlook

The traditional business cycle playbook does not apply to the pandemic. We see the shock as more akin to that of a la...
Read More
September 27, 2022

Environmental Risk & Impact Trump COVID as Priority for Top SA Companies

Leading companies are taking crucial steps towards financially quantifying their exposure to climate risks by identif...
Read More
September 27, 2022

SME lessons from a tough year

As we approach the end of a year that can only be described as ‘unprecedented', it's important to reflect on lessons ...
Read More