Asset managers and insurers
We work with institutional investors to assess opportunities and understand risk, from macroeconomics and politics to equities strategy and special situations. We also assist institutions to develop ESG and impact strategies.
Examples of our work.
Macroeconomic analysis subscription.
We provide a high-touch research service giving real-time analysis of macroeconomic and political developments in South Africa and some other countries in the region. This includes access to analysts via Instant Bloomberg or mobile messaging and regular publications on key issues.
Impact investing research.
We worked with South African fund manager Ashburton to research pension fund strategies regarding impact and related themes.
This led to a public report you can access here.
Behavioural finance research.
We worked with a new asset manager at an established insurance company to support development of a behavioural-savvy strategy for retail and small institutional investors driven by fintech.
Equities special situations research.
We work with global hedge funds to support special situations analysis, usually drawing on our equities, banking and policy analysis skills, particularly involving restructurings on the African continent.