News & Insights

The Simonis Storm South African Equity Portfolio delivered a year-to-date return of 34.62% and a one-year return of 32.30% , underscoring how effectively our positioning captured the dominant earnings and macro drivers of the 2025 South African equity cycle. The consistency between the YTD and one-year outcomes highlights a key differentiator of our approach: alpha generated steadily across the entire period , not luck, short-term momentum or isolated events.

In celebration of partnership and shared success, Simonis Storm recently hosted an exclusive Wine Tasting Evening dedicated to our valued stakeholders.

China’s post-Covid recovery has fallen short of expectations, with economic performance consistently lagging behind forecasts. This has led to mounting global expectations for bold action from Beijing. But what’s behind this slowdown, and which steps should policymakers consider to bring growth back on track?