36ONE Asset Management (Pty) Ltd

Charlie Munger believed “low expectations” lead to happiness—a valuable tip for investing too. The AI boom and South Africa’s GNU rally have raised high hopes, but realistic expectations are crucial to avoid emotional decisions and market surprises. Stay grounded to succeed long-term. Read more: https://lnkd.in/dSwHgzM6 #charliemunger #investing #ai #southafrica #marketwisdom

Navigating Market Highs with 36ONE Since October 2023, major equity markets have surged, bringing both opportunities and risks. At 36ONE Asset Management (Pty) Ltd, our focus on disciplined risk management drives us to navigate these highs with a long-term view. Thank you to Ninety One for hosting an insightful Advisor Forum in Cape Town, and to Zandi Nkwanyana, our Investment Analyst, for representing 36ONE! #TheDEGREEofDifference

36ONE Asset Management (Pty) Ltd: The South African Reserve Bank is one of the biggest impediments to SA #growth. Matthew Whitelaw believes the central bank must ’crush demand’ and hurt the #localeconomy if it wants to lower its inflation target. #Fundmanagerviews https://lnkd.in/einfYb2E

That’s a wrap on the MitonOptimal South Africa Hedge Fund roadshow. Today we finished up in George with a fantastic group of advisors. Over the past few weeks, we’ve unpacked hedge funds across 5 regions, sharing insights and strategies. Shoutout to Jacqueline Ronne, Ruan Janse van Rensburg CFP®, Steven Hurwitz and @Louis Kruger for leading engaging sessions and connecting with the advisors per region. Thank you to #MitonOptimal and everyone who joined us #36ONE #hedge #funds #investment #insights #roadshow #TheDEGREEofDifference

Cape Town’s rise as an Airbnb hotspot brings tourism and economic gains, but locals are feeling the pinch. With rental prices climbing and affordable housing shrinking, residents in areas like Sea Point and City Bowl face growing challenges to secure long-term housing. As Airbnb expands worldwide, finding a balance between tourism benefits and housing affordability is vital. Read more here: https://lnkd.in/d3r4Q9fi #airbnb #capetown #housingcrisis #tourism #rentals #economicgrowth #localimpact

View our latest newsletter 36ONE Asset Management (Pty) Ltd: Fed and China boost markets. Get market insights, performance updates and monthly fact sheets. Access the newsletter here: https://bit.ly/36ONESEP24 #market #performance #factsheets #investing #september #TheDEGREEofDifference

Over the past five years, platinum group metals (PGMs) have experienced significant price swings, initially driven by rising palladium and rhodium demand. But in the last 18 months, China’s growing share of low-PGM internal combustion engine (ICE) vehicles has played a bigger role in eroding demand. To stabilize prices, producers may need to adjust supply to align with this trend. #auto #trends #pgm #market #platinum #groupmetals #china #electricvehicles #commodities #supplyanddemand Read more: https://lnkd.in/df_HhFM8

As inflation rises, households are cutting back on luxuries and hunting for value. Off-price retailers like Ross and TJX are thriving, offering branded goods at discounts, with ever-changing inventory that keeps shoppers coming back. Read more: https://lnkd.in/d5bFRx3t #value #retail #smart #investing #36ONE

We proudly celebrate the inspiring women who make our team unstoppable. Sasha-lee Mukwenya joined our operations team in June 2024 from a foreign exchange firm where she began her career in financial services in 2019. Her expertise in compliance and administration strengthens our operations team. Read on to discover Sasha-Lee’s insights. #TheDEGREEofDifference

Putting the spotlight on the dedicated women driving our team forward. Stash Martins has been with 36ONE Asset Management (Pty) Ltd for more than five years as one of the first members of our business development team. Bringing valuable experience from Allan Gray, she has been instrumental in growing our institutional business and improving our client service. Read on to discover Stash’s insights. #TheDEGREEofDifference