Overberg Asset Management (Pty) Ltd

Nick Downing, CEO, and Carel La Cock, COO, discuss the global economic & market review for Q3, economic & market expectations 2025, projected asset class returns and OAM global portfolios Q3. Watch the full webinar >>> https://lnkd.in/dkCmxaYf

🚀 Exciting News! 🚀 I’m thrilled to share that we have onboarded Elevate Life, one of the most revolutionary risk providers shaking up the local market. Their dynamic underwriting, backed by industry leaders like Allan Gray, is setting a new standard in risk coverage! What sets Elevate Life apart? Clients can receive up to 35% back per month on their premiums just for being active! This is a game-changer, especially for pilots and other “high-risk” clients who have historically struggled to secure comprehensive coverage. I can’t wait to start marketing these innovative products and services! If you’re a pilot or anyone uncertain about your income protection or disability coverage, feel free to reach out. Let’s explore how we can enhance your coverage before you need to claim! #riskcover #financialadvice #independentadvice Overberg Asset Management (Pty) Ltd #SApilots

Jade Kramer, Wealth Manager from our Cape Town office. Welcome back from Harare!

It’s the last day of the exhilarating Van Ross Investment Challenge. We are waiting to see who the winners at the prize-giving tonight will be. For now, we would like to share our highlights from the past few days.

Our October Podcast is Ready | In this global market review, Nick Downing discusses the outlook on monetary easing in the U.S. and China's stimulus announcement. Sean Fitzpatrick discusses South African economic data. Listen Today >>> https://lnkd.in/dTG2Ufk9

Overberg Asset Management is thrilled to announce its role as the anchor sponsor for the Van Ross Investment Challenge. It will take place from October 7th to 10th, 2024, at the beautiful Hermanus, Arabella, and Kleinmond Golf Clubs. Four days to go! Our Wealth Managers will be present (on Monday) at the Hermanus Golf Club to engage with you directly. This is a unique opportunity to meet and greet the Overberg Asset Management team, discuss your investment strategies, and learn about the mitigation of risks in your portfolio. Our team is ready to field all your questions and provide personalised advice tailored to your financial goals. Overberg Asset Management is an Authorised FSP: 783. #golf #investments #hermanus @VanRossFoundation

Market Report for September 2024 | Global: Tariff Man or the Status Quo - The year 2024 is notable for the number of elections around the world. Around 4 billion people, almost half the world’s population will have gone to the polls once the year is out, including in eight of the ten most populous countries, Bangladesh, Brazil, India, Indonesia, Mexico, Pakistan, Russia and the United States. The US election is the most important for the global economy and the world’s financial markets. | Local: Investment Case for Motus Holdings - Gearing Up for Growth with some Bumps in the Road...When considering an investment in Motus Holdings Ltd (JSE: MTH), South Africa's leading automotive retail group, it's crucial to examine the full picture: the company's strong performance in a tough market, the broader economic landscape, and yes, those investor jitters about debt. | Download Report: https://lnkd.in/dipwHqv4

Market Report August 2024 | Global: As the proverb goes, “All good things come in small packages”. This is relevant to investing. Small-cap shares, although more volatile than the large caps, provide the best returns over time. | Local: One swallow doesn’t make a summer, but in South Africa's case, more swallows seem to be flying together. Looking at South Africa's newfound optimism. | Download Report >>> https://lnkd.in/dxva2AHj

Jade Kramer, one of our Wealth Managers in the Cape Town office is visiting Harare, Zimbabwe, 14-21 August 2024. Please feel free to meet her for coffee should you be available. By focusing on wealth creation as well as wealth protection, Jade ensures a unique approach to furnishing advice, setting up investment portfolios with long term financial feasibility.

We are delighted to host our webinar tomorrow at 12pm: The Global Productivity-Led Boom and How to Best Capture the Upside | Register today >>> https://bit.ly/3zTMyIx