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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

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

Spotlight
Mini budget: a tough balancing act

Mini budget: a tough balancing act

The MTBPS (or mini-budget) essentially kicked the can down the road, giving way for tougher decisions to be made at…
The rising risk of over-concentrated benchmarks

The rising risk of over-concentrated benchmarks

The top 10 U.S. mega-caps now make up c.30% and c.20% of the S&P 500 and MSCI World index by…
Challenges with ESG metrics and data

Challenges with ESG metrics and data

In our 2022 Perpetua 3rd Annual Stewardship Report, released in 2023, we highlighted the conundrum faced by the asset management…

Media

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