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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.


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.

Tailwinds that helped bond markets are gone

5 Feb 2024
Truffle shares its views about low equity funds.