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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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Top investors profit from resurgent Prosus on 38% discount

17 Aug 2023
Shares in Dutch technology investor Prosus are rallying thanks to a share price recovery in its huge Tencent stake and management efforts to rein in its discount.

Why we’re maintaining a hedge on the S&P 500

14 Jul 2023
Truffle portfolio managers on the R5.9bn Nedgroup Investments Balanced fund are adopting a cautious approach to the Chinese, South African and US economies.

Truffle: ‘We’re biding our time’

7 Jul 2023
CIO Iain Power remains conservatively positioned in the Amplify SCI Wealth Protector fund, but believes that opportunities will emerge later this year and into 2024.

Why Truffle continues to prefer nominal bonds over inflation-linkers

27 Jun 2023
Portfolio manager Raihan Allie sees only short-term benefits in holding ILBs.