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Investment insights

Market and investment insights from our team

Truffle aims to keep investors informed on how we think and why we make investment decisions.

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Balancing carbon tax

13 Jun 2024
Active stewardship is becoming an increasingly important aspect for asset managers and forms a key element of Truffle Asset Management’s approach to responsible investing. An important theme informing our current ESG research and engagement activity is the evolution of regulation…

Are real returns beyond the passport gates

17 Apr 2024
While Emerging Market players share similar characteristics and in aggregate should benefit from the cutting cycle, however local idiosyncratic challenges mean risks will differ across each region, building the case for diversification.

Local equity: Still a waiting game?

11 Mar 2024
Truffle shares its views on the outlook for the SA market.

Truffle: Very little upside in US equities

16 Feb 2024
We are not finding value in US equity, said Nicole Agar, co-portfolio manager of the Nedgroup Investments Balanced fund.