Lesson one: not everything that happens matters to markets
Investors should focus on where money is moving and not just on the headlines
July 22, 2026
Investors should focus on where money is moving and not just on the headlines
July 22, 2026
Tensions are rising amid punters’ frustration with Reinet’s dismissive attitude and lack of guidance about what it will do with its cash hoard.
June 22, 2026
CIO and founder Shane Watkins speaks about the founding principles behind the business.
April 21, 2026
How is the ceasefire progressing? In short, not well
April 16, 2026
Emerging markets face turbulence amid oil crisis and rising inflation
March 23, 2026
The role of hedge funds in volatile markets
March 6, 2026
When inflation rises, stocks and bonds stop singing to different tunes; they rhyme together.”
December 9, 2025
Too many South Africans view online gambling as their ticket out of poverty
November 17, 2025
Unlike traditional funds chained to benchmarks, hedge funds can go where the value is – and avoid where it isn’t.
October 9, 2025
Investors who build meaningful positions in EMs while scepticism is high may catch the first wave
August 15, 2025
The global investment landscape is rapidly evolving, driven by the emergence of a multipolar world and mounting fiscal pressures that threaten the traditional monetary policy framework.
August 15, 2025
Hedge funds often carry an air of mystery and scepticism, particularly among South African investors who may be unfamiliar with their structure, purpose, and potential
August 15, 2025
Use a crisis to buy the shares in the best companies with the best management
June 24, 2025
All Weather Capital has ambitious growth plans. I spoke to CIO Shane Watkins about h the firm's approach in the long-only space has been set up to support these ambitions
June 5, 2025
It is up to the financial advisors to determine each and every client’s unique risk appetite
May 9, 2025
‘GNU trade’ has resulted in some SA-centric company’s share prices rising anywhere between 50% and 100% from trough to peak
May 9, 2025
Unfairly negative narrative regarding the continent costs its governments and people billions
April 14, 2025
With over £500bn in potential bulk annuity purchases likely in the next decade, the UK market is surging
February 13, 2025
Naspers mismangement has hit boiling point as SA's top fund managers team together to enhance governance and management alignment.
June 11, 2011
All Weather Capital (Pty) Ltd is an authorised Category II and IIA financial services provider in terms of the Financial Advisory and Intermediary Services Act No. 37 of 2002 (“FAIS Act”) with FSP number 36722. The information contained herein, should not be construed as advice as defined in the FAIS Act, neither does it constitute a solicitation, invitation or investment recommendation.
Investors should take cognisance of the fact that there are risks involved when buying, selling or investing in any financial product. The value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions.
Past returns may not be indicative of future returns and an investor should seek independent professional financial, legal and tax advice relevant to their individual circumstances before making any investment decision.
The validity and accuracy of any illustrations, forecasts or hypothetical data are not guaranteed and are only provided for illustrative purposes. Investors should also take cognisance of the fact that Hedge Funds are collective investment schemes to which the prescribed provisions of the Collective Investment Schemes Control Act (No. 45 of 2002) apply.