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Lonwabo Maqubela

Insights

The Lesser Evil: why the SARB needs to cut interest rates

Recently, I attended a global financials conference where I had the opportunity to meet with leaders from both listed and unlisted UK financial institutions. The event was filled with many intriguing anecdotes, such as how the introduction of deposit insurance[1] (recently introduced in South Africa) has stimulated the emergence of challenger banks like UK-based Starling Bank. This newfound confidence boost has also fuelled lending activity in the UK mortgage market, especially in the buy-to-let segment. During our discussions, we engaged with several mid-tier banks and financial institutions primarily focused on the buy-to-let market.

Insights

Missing value will be risky for investors

Don’t risk missing out on value. Lonwabo Maqubela, Deputy Chief Investment Officer at Perpetua, expands on the misperceptions regarding this approach to investing and the benefits it holds for investors and clients who utilise it.

The great disappearing act
Perspectives

The Great Disappearing Act: Small and mid-cap stocks in sell side analysis

On the 19th October 2023, Perpetua Investment Managers Deputy Chief Investment Officer, Lonwabo Maqubela, participated and presented at the Investor Relations Society Of South Africa’s Annual Conference, hosted at the Johannesburg Stock Exchange “JSE”. One of the topics that was of interest was the decline of sell side research, impacting particularly small and mid-caps. This is best evidenced by the chart below.