About Me
I’m a portfolio manager, investor and financial markets writer with a deep interest in understanding how capital, markets and businesses interact. My professional work spans index investing, factor strategies and asset management, while my personal research extends across global equities, macroeconomics, fixed income, ETFs, technology, artificial intelligence and biotechnology.
I write to make sense of the forces shaping markets' from interest rates, inflation and global policy to company fundamentals, valuation and investor psychology and bringing together a South African perspective with a broader view of global markets. This website is where I share my thinking, research and observations on investing and finance, with the aim of turning complex market developments into clear, practical and thought-provoking insights.
Mission
To offer as much knowledge and help to people who would like to learn more about investing, particularly investing in Exchange Traded Funds (ETFs)
Vision
To help educate the next generation of investors and engage enthusiasts who are keen on a career in Finance, as I am a big supporter of pioneering and democratizing investments in South Africa.
