CREDO

Proud to participate. Don’t miss it, reserve your spot today. https://lnkd.in/gWMkc2Jq

Last week, Jim Millar, Director and CIO at Financial Fitness in South Africa, interviewed Deon Gouws, CIO at Credo on the topic of “Trumponomics” during a live-streamed webinar attended by clients. The clip can be viewed below (from 32:32): https://lnkd.in/d-MjWtBu

Equity prices have pulled back in the wake of US President Donald Trump’s tariff announcements. In his latest column for leading South African publication Financial Mail SA, Deon Gouws (Chief Investment Officer at Credo) compares recent market volatility with the arrival of Covid exactly five years earlier (when he happened to write the first of his monthly pieces for this magazine). https://lnkd.in/dBZdMsd5

Earlier this week, Deon Gouws, Chief Investment Officer at Credo, participated in The Money Show with Stephen Grootes and offered comment on the fact that large international investors have been net sellers of South African bonds recently. Listen below (from 29:13). https://lnkd.in/dyfHAZUp

Both Credo #DynamicFund and Credo #GrowthFund have been named as finalists at the Investment Week Fund Manager of the Year Awards 2025. The funds are shortlisted in the Managed 40-85% Shares and Managed Flexible Investment categories respectively, with the methodology for assessing funds based on 3-year performance data. The awards will be announced in London on the 19 June, with this year marking the 30th anniversary of the flagship industry event. https://lnkd.in/dKPi_xy5

Last week, Old Mutual International arranged a regional symposium series for financial advisor clients, consisting of five consecutive events in five different cities across South Africa (Durban, Pretoria, Johannesburg, Gqeberha and Cape Town). Deon Gouws, Chief Investment Officer at Credo, opened the event with a TED-talk style presentation in which he reminded the audience of how lucky they all were to be part of the investment industry. He also participated in a panel discussion focusing on challenges and opportunities as presented by the current political and economic environment. From left to right: Deon Gouws (Chief Investment Officer – Credo), Sikonathi Mantshantsha (Senior Journalist – News24), Trevor John (Head: Old Mutual International - Sales & Distribution), Victor Mupunga, CFA (Head of Research – Old Mutual Private Clients), Dawie Roodt (Chief Economist – Efficient Group) and Khaya Gobodo, CFA (Former Managing Director – Old Mutual Investments).

February in review #PortfolioPulseEquities February saw mixed returns across major global equity markets. The S&P 500 and NASDAQ experienced negative returns of 1.3% and 3.9%, respectively, measured in their local currencies. The continued uncertainty around US President Trump’s tariff policies, particularly towards the country’s largest trading partners in... https://lnkd.in/d7cukPfi

A few weeks ago, little-known Chinese company DeepSeek unveiled a new artificial intelligence model which compared favourably to the best of the major US technology businesses (it was also a lot cheaper). In his latest column for leading South African publication Financial Mail SA, Deon Gouws (Chief Investment Officer at Credo) discusses the market impact of this announcement. https://lnkd.in/gn_mBy5W

A few weeks ago, little-known Chinese company DeepSeel unveiled a new artificial intelligence model which compared favourably to the best of the major US technology businesses (it was also a lot cheaper). In his latest column for leading South African publication Financial Mail, Deon Gouws (Chief Investment Officer at Credo) discusses the market impact of this announcement. https://lnkd.in/gn_mBy5W

#EquitySpotlight Germany is synonymous with high quality manufacturing - more so than their sense of humour. Indeed, Audi automobile adverts use the motto “Vorsprung durch tecnik” to subtly highlight their German genes. Continental Tyres put it bluntly, “German engineering when you need it most on a car”. When it comes to engineering pedigree, MTU Aero Engines (“MTU”) represents the best of... https://lnkd.in/g2pH7qtQ