SpaceX IPO Deep Dive: The Hype, the Price, and the Opportunity

We dig into the potential scope of the Starlink market, SpaceX’s impact on the industrial gas investment space, and our perspective on xAI and orbital computing. WRITTEN BY: Nicolas Owens | Equity Analyst, Aerospace & Defense, Suryansh Sharma | Director of Equity...

The risks beneath the index, the opportunities beyond

WRITTEN BY: Siobhan Simpson | Head of SA Unit Trusts | Ninety One For more than a decade, passive investing has been one of the defining trends in global asset management. Low costs, simplicity, and strong performance have made index-tracking strategies increasingly...

Navigating the uncertainties and finding the opportunities

Navigating the uncertainties and finding the opportunities A few reminders as we embark on another year of investing By Roné Swanepoel, Business Development Manager, Morningstar Investment Management South Africa “Investors cannot earn high returns without...