Quarterly Report | Q2 ’22
The second quarter of 2022 was highlighted by a decrease in South African investor confidence due to ongoing loadshedding, labour strikes and increasing fuel prices.
Monthly Report | June ’22
Tight financial conditions, higher cost of living and production and increased policy uncertainty should weigh on valuations, earnings and the risk premium.
Monthly Report | May ’22
The earnings growth outlook has deteriorated. Rising bond yields, energy prices and supply disruptions will keep volatility elevated.
Monthly Report | April ’22
Economic conditions have tightened throughout the month of April.
Packaly
Packlay is a CO2 free express delivery company for retailers, solving their access problem for urban areas in Europe. Packaly, offers fast, reliable and CO2 free shipping options within the same hour, or at any given timeslot, for well-known retailers like Inditex, Decathlon, Kriuidvat and Blokker in more than 125+ cities in Europe.
Quarterly Report | Q1 ’22
The first quarter of 2022 was dominated by the ongoing war in Ukraine and the actions of central banks to curb the impact of inflation.
Monthly Report | March ’22
Economic conditions have tightened. The cost of living has risen and policy and geo-political risks are high.
Monthly Report | February ’22
Global macro and geo-political risks are high at a time when US equity valuations appear elevated.
Perspectives on Spatial Atomic Layer Deposition
Thin films and specialised coatings have been the enabling technology for many ground-breaking innovations in modern life, including OLED screens, solar cells and battery technology. To make these products more efficient, expand their lifetime, or miniaturise them further, it is important that the thin film that is incorporated in the product or is covering the product is of consistent and high quality.
Values-driven investing
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