Skip to content
Mastering insights

At Perpetua,
we unlock insights.

At a time where information is overly abundant, at Perpetua we look to provide our clients and investors with focused, meaningful, and value-adding thinking over a wide range of relevant topics and themes. We deliver this through a variety of editorial lenses such as Insights that are longer form commentaries, Perspectives pieces, and short, easy-to-consume Spotlight articles. As an active and engaged participant in the investment industry, Perpetua is regularly engaged in the media and we provide selected links here too.

Our annual Stewardship Report

December 2022

“Stewardship is the responsible allocation, management and oversight of capital to create long-term value for clients and beneficiaries leading to sustainable benefits for the economy, the environment and society.” 2020 Stewardship Code

Insights

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

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…
How an $885 billion financial behemoth continues to grow

How an $885 billion financial behemoth continues to grow

How an $885 billion financial behemoth continues to grow : a review of Berkshire Hathaway’s 2023 annual results and shareholder…
Missing value will be risky for investors

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…
Focus on education in South Africa

Focus on education in South Africa

Despite receiving 13% of the national budget(R298 billion in 2022/23 ), South Africa’s primary and secondary education system is characterised…
Focus on fast fashion

Focus on fast fashion

Fast fashion describes the extremely quick turnaround times of designs that move from the latest fashion shows or celebrity culture…

Perspectives

Commentaries

Fixed Income Quarterly Commentary Q3 2024

Fixed Income Quarterly Commentary Q3 2024

With this backdrop in mind, I am pleased to share Perpetua's latest Fixed Income Quarterly Commentary with you. In this…
Fixed Income Quarterly Commentary Q2 2024

Fixed Income Quarterly Commentary Q2 2024

Politics continue to dominate 2024 as elections kick off across the globe. In India, Modi’s party was forced into coalition…
Fixed Income Quarterly Commentary Q1 2024

Fixed Income Quarterly Commentary Q1 2024

As we closed the last month of what can only be described as a tumultuous quarter and brace ourselves for…

Media

Subscribe to our quarterly newsletter

Never miss an insight. By signing up, you’ll receive our quarterly communications.

=