March 2026 Executive Summary As we entered 2026, our outlook for Emerging Markets—and South Africa specifically—was broadly constructive. A combination of structural improvements, infrastructure investments and increased policy momentum supported this positive view. Recent geopolitical events however, particularly the escalation involving Iran, the US and the Strait of...
JUST AS WE WERE BEGINNING TO FEEL POSITIVE
March 2026 Executive Summary As we entered 2026, our outlook for Emerging Markets—and South Africa specifically—was broadly constructive. A combination of structural improvements, infrastructure investments and increased policy momentum supported this positive view....
The central theme of the decade ahead
July 2025 At Cannon, we consider ourselves valuation-based investment managers. We base our investment decisions into stocks, sectors and countries, on the underlying fundamentals and mispricing opportunities presented. Our assessment of value is partially guided by...
What do we do now?
What do we do now? April 2025 The words destabilised and unbalanced inform our current view of the geopolitical, macroeconomic and investment landscape. The younger iteration of myself understood, from a purely theoretical perspective, the psychological and emotional...
Business and Operations Update:
The current Cannon Asset Managers team took over the management of your assets, and the business, just under a year ago and our primary focus during this time has been on the active management of your assets. It has been some...
Seriti Capital Partners buys Cannon Asset Managers
Seriti Capital Partners (“Seriti”) is delighted to announce the purchase of 100% of the shares of Cannon Asset Managers (“Cannon”) from Bidvest Financial Services, with effect from 1 September 2021. The day-to-day operations of the business will continue as before,...
Bullish Seriti enters the lion’s den
Seriti Capital Partners, fresh from snapping up Cannon Asset Managers (Cannon), is bullish about the prospects of growing the business and make it a force to be reckoned with... Read more
New CEO for Cannon Asset Managers as Seriti deal is finalised
The fund manager is one of the few Black-owned managers in South Africa that offer direct global equity exposure read more
FX Outlook, Valuations and Forecasts
FX Market Research, Global Outlook. read more
The Economy
CE Dr Adrian Saville discusses the JSE All Share Index 2020 Timeline. read more
JSE Set for Strong Ending after tough 2020
The positive news about Covid-19 vaccines have sent stock markets to new highs in the final months of 2020 from already elevated levels. read more
JSE All Share Index 2020 Timeline
The major events and trends that shaped the local equity market. read more
Massive Month to Date Performance
CIO Samantha Steyn discusses how 2020 has been not a year investors want to remember or relive, while focusing on the Hummingbird and SuperDogs funds. read more