The Good: Mining Their Own Business The Trump administration has begun acting on its campaign promises to expand domestic manufacturing and reduce reliance on key trade partners. A major focus has been securing critical mineral supplies, with ongoing negotiations involving Ukraine and Russia for potential agreements on rare earth minerals and other essential resources. These […]

The Good: Generation Zero Alcohol Generation Z, born between 1997 and 2012, is making a significant impact on drinking culture. Unlike previous generations, Gen Z tends to consume alcohol more moderately, drinking 20% less than millennials did at the same age. This shift begs the question – is it a passing trend, or does it […]

The Good: Catch Me If You Can Diversification is considered by many to be a fundamental rule of investing. This refers to diversification across asset classes, sectors, geographies and currencies. The geography part raises interesting questions. For example, how many different regions do I need to invest in to be considered diversified? What is the […]

The Good: High Street’s Global Yield Product – Defensive Qualities In a time marked by economic and political uncertainty in the US, investors seeking to mitigate risks are increasingly shifting their focus from higher-risk assets to more stable options. High Street’s Global Yield Product focuses on high-quality, defensive companies that return capital to shareholders through […]

The Good: A Rand Revival The South African Rand has recently experienced a resurgence, appreciating significantly against major currencies such as the US Dollar, Euro, and British Pound. This shift can be attributed to several South African-specific factors, including renewed optimism in the political landscape following the formation of a Government of National Unity, as […]

The Good: The Crown Jewel The luxury goods sector has been under pressure recently, as reflected in the falling share prices of world-renowned companies like Hugo Boss and Burberry. The S&P 500 Global Luxury Index has returned -5.7% year-to-date, driven by various factors, including weak consumer demand. However, Richemont, a key holding at High Street, […]