Monthly Report | July ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
Market Insights | Apple’s Transformation: From Growth Dynamo to Defensive Titan
Apple provides a compelling case study of this phenomenon, transitioning from a cyclical growth hardware company to a quality defensive, services-oriented technology powerhouse over the last decade.
Market Insights | Market Share Dynamics of Energy Drinks
In our previous article on energy drinks, we explored the rise of this drink category in the global liquid refreshment beverage sector. Despite their niche status in the US non-alcoholic and alcoholic beverage markets, energy drinks have secured a 2% market share by volume and 4% by dollar sales.
Quarterly Report | Q2 ’24
The South African Reserve Bank (SARB) is expected to follow suit with rate cuts as local inflation risks remain manageable.
Monthly Report | June ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
Research Insights | The Opportunity in Market Dislocation
The efficient market hypothesis posits a world of perfectly informed, rational investors. In this world, stock prices should fully reflect all available information, making it difficult to identify undervalued opportunities.
Monthly Report | May ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
Quarterly Report | Q1 ’24
Economic data from South Africa has been weak for the first month of the year.
Monthly Report | March ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
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