NVest Securities follows a common-sense approach to investing combined with rigorous valuation. Over the years, this approach has produced superior investment returns for our clients.
Access to a portfolio of globally listed equities is now within your reach. Our Offshore Investment Solutions are designed with the South African investors needs in mind, targeting capital growth by investing in top performing global companies.
As we head into the second half of the year, we take stock of the current situation versus our expectations from the beginning of the year and reassess where the local markets will take us into year end. Our Original Outlook Our initial thesis for 2025 was underpinned...
As we head into 2025, South Africa’s political and economic landscape is providing the foundations for an uptick in GDP growth that we haven’t experienced in over a decade. This growth has not yet been incorporated into earnings expectations of domestic...
Click here to access our Global Mid-Year Update We started off the year looking forward to the initiation of the decreasing interest rate cycle. South African equity was priced at a significant discount given the economic climate and expectations of a potential...
The all-encompassing theme behind the outlook for world markets in 2024 is the decreasing interest rate cycle. South Africa, like the rest of the world, will follow the lead of the U.S. Fed on when it begins its cutting cycle. While markets continue to adjust...
If we look back on the year so far, the market has faced a number of obstacles from regional bank failures, escalating tensions between China and the U.S., continuation of the war in Ukraine, to a surge in AI-related technology. While at the same time, central banks...
New Year New Opportunity As set out in our Offshore Outlook – Mirror Image, the major news outlets continue to beat the drum on the impending doom of global recession, yet the expectations are for a recession that is mild; inflicting a de minimis amount of pain across...
Mirror ImageCurrent valuations suggest an environment that is under significantly greater stress than what the actual real economy suggests. SA corporates remain cash rich, consumers are financially better off than they have been for many years and SA banks are over...
