# Insights & Videos Watch webinars, market insights, fund positioning updates, and educational content from Rezco Asset Management. Access our video library of investment commentary and analysis. ## Webinars [View all](https://rezco.com/video-categories/webinars)‹› [![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/6a594bc881476ee7d72f0df4_6a594bc6080ac753812ff33b_thumbnail-rezco-webinar--20260716---investing-into-compoundi.jpeg) 16 Jul 2026 ### Investing into Compounding Earnings In this webinar, Rob Spanjaard and Simon Sylvester explain why investing into compounding earnings in quality businesses can build wealth at lower risk — with a half-year check-in on South Africa's reform cycle, SA Inc. valuations, and why patience matters ](https://rezco.com/videos/rezco-webinar-2026-07-16-investing-into-compounding-earnings)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/69e1346944c58f987b4dc22a_69e1346809e48ead6fa60c3a_thumbnail-rezco-webinar--20260416---removing-the-gold-tinted.jpeg) 16 Apr 2026 ### Removing the Gold Tinted Glasses In this webinar, Rob and Simon unpack the current South African investment landscape and explain why they believe the opportunity in SA Inc. remains compelling. They walk through Resco’s investment philosophy, the thinking behind the Value Trend Fund, and ](https://rezco.com/videos/rezco-webinar-2026-04-16-removing-the-gold-tinted-glasses)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/6984bf094403f97114ebcb92_6984bf0842014cec73efa44c_thumbnail-rezco-webinar--20260204---2026-outlook.jpeg) 4 Feb 2026 ### 2026 Outlook ](https://rezco.com/videos/rezco-webinar-2026-02-04-2026-outlook)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbd2741ad5f7c75adec8b_697cbd2667dc70a2d93547ab_thumbnail-wrong-or-taking-long.jpeg) 8 Oct 2025 ### Wrong or Taking Long? Rezco webinar exploring whether current market conditions signal being wrong or just taking longer to play out. ](https://rezco.com/videos/webinar-2025-10-08-wrong-or-taking-long)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbd2241ad5f7c75ade981_697cbd21b10d4097c95aeb67_thumbnail-sa-equity-portfolios-reconsidered.jpeg) 19 Jun 2025 ### SA Equity Portfolios Reconsidered A fresh look at South African equity portfolio construction and positioning strategies. ](https://rezco.com/videos/webinar-2025-06-19-sa-equity-portfolios-reconsidered)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbd1d7c510983e5fb849d_697cbd1c7c510983e5fb840d_thumbnail-sas-political-shift.jpeg) 11 Feb 2025 ### SA's Political Shift Analysis of South Africa's political landscape shifts and implications for investors. ](https://rezco.com/videos/webinar-2025-02-11-sas-political-shift)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbd19890f84ffb63ca069_697cbd18019eed4dc15d9814_thumbnail-us-election-outcomes--an-improving-sa-economy.jpeg) 8 Nov 2024 ### US Election Outcomes & an Improving SA Economy Full session covering US election outcomes and the improving South African economy. ](https://rezco.com/videos/webinar-2024-11-08-us-election-sa-economy)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbd146ee56d96d837cb79_697cbd13c679c972e3d1d772_thumbnail-sa-inc.jpeg) 14 Aug 2024 ### SA Inc Full session exploring SA Inc stocks and domestic market opportunities. ](https://rezco.com/videos/webinar-2024-08-14-sa-inc)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbd0faa399a5b25026ad1_697cbd0ec679c972e3d1d22b_thumbnail-how-to-view-investment-risk.jpeg) 25 Apr 2024 ### How to View Investment Risk Full session on understanding and evaluating investment risk in portfolio management. ](https://rezco.com/videos/webinar-2024-04-25-how-to-view-investment-risk)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbd0ac679c972e3d1cdec_697cbd09bedab1395ad3db7e_thumbnail-fed-pivot-or-policy-error.jpeg) 30 Jan 2024 ### FED Pivot or Policy Error Full session analyzing Federal Reserve policy direction and potential implications. ](https://rezco.com/videos/webinar-2024-01-30-fed-pivot-or-policy-error)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbd05bedab1395ad3d3dc_697cbd03b10d4097c95ad271_thumbnail-hunting-opportunities.jpeg) 29 Nov 2023 ### Hunting Opportunities Full session including Q&A on identifying investment opportunities in current markets. ](https://rezco.com/videos/webinar-2023-11-29-hunting-opportunities)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbd00c679c972e3d1c3fe_697cbcffc679c972e3d1c2cb_thumbnail-sa-macro-trends.jpeg) 3 Aug 2023 ### SA Macro Trends Analysis of South African macroeconomic trends with Q&A session. ](https://rezco.com/videos/webinar-2023-08-03-sa-macro-trends)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcfbb10d4097c95ac9d9_697cbcf967dc70a2d9352683_thumbnail-regime-change.jpeg) 9 May 2023 ### Regime Change Discussion on market regime changes and how to position portfolios accordingly. ](https://rezco.com/videos/webinar-2023-05-09-regime-change)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcf623e5eabbfc4be6a1_697cbcf591f6e2ea1f692d61_thumbnail-2023-investors-outlook.jpeg) 31 Jan 2023 ### 2023 Investors' Outlook Annual investor outlook discussing market expectations and portfolio positioning for 2023. ](https://rezco.com/videos/webinar-2023-01-31-investors-outlook)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcf17a2707c70f251821_697cbcf091f6e2ea1f692aeb_thumbnail-is-everything-a-risk-asset.jpeg) 11 Oct 2022 ### Is Everything a Risk Asset? Exploration of risk asset classification in current market conditions. ](https://rezco.com/videos/webinar-2022-10-11-is-everything-a-risk-asset)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbced1e9660c63d8d0b49_697cbceb1e9660c63d8d0a84_thumbnail-fear--opportunity.jpeg) 2 Aug 2022 ### Fear & Opportunity Balancing fear and opportunity in volatile market environments. ](https://rezco.com/videos/webinar-2022-08-02-fear-and-opportunity)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbce87a2707c70f2510f0_697cbce7c679c972e3d1ac8f_thumbnail-market-outlook---may-2022.jpeg) 12 May 2022 ### Market Outlook - May 2022 Quarterly market outlook and portfolio positioning discussion. ](https://rezco.com/videos/webinar-2022-05-12-market-outlook)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbce37a2707c70f250e91_697cbce2c679c972e3d1a9d3_thumbnail-why-2022-will-be-more-like-2000-than-2021.jpeg) 14 Feb 2022 ### Why 2022 Will Be More Like 2000 Than 2021 Analysis comparing 2022 market conditions to the 2000 tech bubble period. ](https://rezco.com/videos/webinar-2022-02-14-why-2022-more-like-2000)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcdabedab1395ad3b149_697cbcd81e9660c63d8d0438_thumbnail-investment-update---october-2021.jpeg) 5 Oct 2021 ### Investment Update - October 2021 Quarterly investment update covering market developments and fund positioning. ](https://rezco.com/videos/webinar-2021-10-05-investment-update)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcd5c679c972e3d19e63_697cbcd4e39b99e762bdbb3a_thumbnail-investment-update---july-2021.jpeg) 27 Jul 2021 ### Investment Update - July 2021 Mid-year investment update on market conditions and outlook. ](https://rezco.com/videos/webinar-2021-07-27-investment-update)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcc5b10d4097c95aa210_697cbcc3b10d4097c95aa0f9_thumbnail-risk-control--alpha.jpeg) 16 Feb 2021 ### Risk Control & Alpha How risk control strategies can enhance alpha generation in portfolios. ](https://rezco.com/videos/webinar-2021-02-16-risk-control-and-alpha)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcbf019eed4dc15d4216_697cbcbe6ee56d96d8379132_thumbnail-not-out-the-woods-yet.jpeg) 18 Nov 2020 ### Not Out the Woods Yet Market assessment following COVID-19 recovery and remaining risks. ](https://rezco.com/videos/webinar-2020-11-18-not-out-the-woods-yet)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcba67dc70a2d9350979_697cbcb9c679c972e3d19071_thumbnail-investment-update---june-2020.jpeg) 22 Jun 2020 ### Investment Update - June 2020 Investment update during COVID-19 market recovery phase. ](https://rezco.com/videos/webinar-2020-06-22-investment-update) ## Fund Positioning [View all](https://rezco.com/video-categories/fund-positioning)‹› [![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcb65af9d6139bc72431_697cbcb5f3417bed00e059c5_thumbnail-inside-the-portfolio-reef.jpeg) 21 Feb 2025 ### Inside the Portfolio (REEF) Deep dive into the Rezco Equity Fund portfolio positioning and holdings. ](https://rezco.com/videos/insights-2025-02-21-inside-the-portfolio-reef)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcab23e5eabbfc4baaa8_697cbcaacb80bc7b3feec359_thumbnail-equity-fund-performance---feb-2024.jpeg) 20 Mar 2024 ### Equity Fund Performance - Mar 2024 Analysis of Rezco Equity Fund performance and positioning. ](https://rezco.com/videos/equity-fund-performance-2024-02-20)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbcb0b10d4097c95a94f5_697cbcafcb80bc7b3feec630_thumbnail-fund-fact-sheet---end-of-feb-2024.jpeg) 29 Feb 2024 ### Fund Fact Sheet - End of Feb 2024 Monthly fund performance summary and key statistics for February 2024. ](https://rezco.com/videos/fund-fact-sheet-2024-02)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbca6e39b99e762bd9b3f_697cbca5bedab1395ad38a59_thumbnail-fund-fact-sheet---end-of-jan-2024.jpeg) 31 Jan 2024 ### Fund Fact Sheet - End of Jan 2024 Monthly fund performance summary and key statistics for January 2024. ](https://rezco.com/videos/fund-fact-sheet-2024-01)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbca1bedab1395ad3879e_697cbca06ee56d96d83770a8_thumbnail-fund-fact-sheet---end-of-jun-2023.jpeg) 30 Jun 2023 ### Fund Fact Sheet - End of Jun 2023 Monthly fund performance summary and key statistics for June 2023. ](https://rezco.com/videos/fund-fact-sheet-2023-06)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc9d67dc70a2d934f526_697cbc9bbedab1395ad382d0_thumbnail-fund-fact-sheet---end-of-apr-2023.jpeg) 30 Apr 2023 ### Fund Fact Sheet - End of Apr 2023 Monthly fund performance summary and key statistics for April 2023. ](https://rezco.com/videos/fund-fact-sheet-2023-04)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc97019eed4dc15d21df_697cbc96b10d4097c95a7f40_thumbnail-fund-fact-sheet---end-of-mar-2023.jpeg) 31 Mar 2023 ### Fund Fact Sheet - End of Mar 2023 Monthly fund performance summary and key statistics for March 2023. ](https://rezco.com/videos/fund-fact-sheet-2023-03)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc92bedab1395ad37d2c_697cbc9141ad5f7c75ad8977_thumbnail-fund-fact-sheet---end-of-feb-2023.jpeg) 28 Feb 2023 ### Fund Fact Sheet - End of Feb 2023 Monthly fund performance summary and key statistics for February 2023. ](https://rezco.com/videos/fund-fact-sheet-2023-02)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc83bedab1395ad3703b_697cbc82b10d4097c95a6db2_thumbnail-fund-fact-sheet---end-of-jan-2023.jpeg) 31 Jan 2023 ### Fund Fact Sheet - End of Jan 2023 Monthly fund performance summary and key statistics for January 2023. ](https://rezco.com/videos/fund-fact-sheet-2023-01)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc7e4c1428ae1fe7695b_697cbc7d91f6e2ea1f68f171_thumbnail-fund-fact-sheet---end-of-dec-2022.jpeg) 31 Dec 2022 ### Fund Fact Sheet - End of Dec 2022 Monthly fund performance summary and key statistics for December 2022. ](https://rezco.com/videos/fund-fact-sheet-2022-12)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc79236a67ea7de2fada_697cbc784c1428ae1fe7640b_thumbnail-fund-fact-sheet---end-of-nov-2022.jpeg) 30 Nov 2022 ### Fund Fact Sheet - End of Nov 2022 Monthly fund performance summary and key statistics for November 2022. ](https://rezco.com/videos/fund-fact-sheet-2022-11)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc746ee56d96d83756cf_697cbc73236a67ea7de2f7a4_thumbnail-fund-fact-sheet---end-of-oct-2022.jpeg) 31 Oct 2022 ### Fund Fact Sheet - End of Oct 2022 Monthly fund performance summary and key statistics for October 2022. ](https://rezco.com/videos/fund-fact-sheet-2022-10)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc6941ad5f7c75ad644c_697cbc671622d8bd3e0ead2f_thumbnail-fund-fact-sheet-walkthrough---end-of-aug-2022.jpeg) 31 Aug 2022 ### Fund Fact Sheet Walkthrough - End of Aug 2022 Monthly fund performance walkthrough and key statistics for August 2022. ](https://rezco.com/videos/fund-fact-sheet-2022-08)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc5d1622d8bd3e0ea83a_697cbc5cbedab1395ad347fd_thumbnail-fund-fact-sheet-walkthrough---end-of-jul-2022.jpeg) 31 Jul 2022 ### Fund Fact Sheet Walkthrough - End of Jul 2022 Monthly fund performance walkthrough and key statistics for July 2022. ](https://rezco.com/videos/fund-fact-sheet-2022-07)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc584c1428ae1fe74eb7_697cbc57a82990a4d6ff8be2_thumbnail-fund-fact-sheet-walkthrough---end-of-jun-2022.jpeg) 30 Jun 2022 ### Fund Fact Sheet Walkthrough - End of Jun 2022 Monthly fund performance walkthrough and key statistics for June 2022. ](https://rezco.com/videos/fund-fact-sheet-2022-06) ## Philosophy [View all](https://rezco.com/video-categories/philosophy)‹› [![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc44236a67ea7de2daf3_697cbc43b10d4097c95a3daf_thumbnail-investment-philosophy.jpeg) 1 Oct 2023 ### Investment Philosophy Understand the core principles that guide Rezco's investment approach and how we think about risk-adjusted returns. ](https://rezco.com/videos/philosophy-investment-philosophy) ## Insights [View all](https://rezco.com/video-categories/insights)‹› [![](https://storage.googleapis.com/public_45527a4e_pointa-pa-prod-ai6/media/posters/insights-2023-03-13-breaking-news.jpg) 13 Mar 2023 ### Breaking News Rezco's response to the Silicon Valley Bank collapse and what it meant for portfolio risk. ](https://rezco.com/videos/insights-2023-03-13-breaking-news)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc8e67dc70a2d934e860_697cbc8d41ad5f7c75ad8742_thumbnail-load-shedding-tail-risk.jpeg) 15 Feb 2023 ### Load Shedding Tail Risk Analysis of load shedding risks and impact on South African investments. ](https://rezco.com/videos/insights-2023-02-load-shedding-tail-risk)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc88236a67ea7de30144_697cbc87890f84ffb63c6b6a_thumbnail-market-update---feb-2023.jpeg) 10 Feb 2023 ### Market Update - Feb 2023 Monthly market update and commentary for February 2023. ](https://rezco.com/videos/insights-2023-02-market-update)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc6fe74e6f0b59f3c614_697cbc6ea82990a4d6ff92dc_thumbnail-roadmap-ahead.jpeg) 23 Sept 2022 ### Roadmap Ahead Forward-looking market outlook and investment strategy discussion. ](https://rezco.com/videos/insights-2022-09-23-roadmap-ahead)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc63b10d4097c95a57cc_697cbc6141ad5f7c75ad5dc4_thumbnail-fed-announcement-analysis.jpeg) 3 Aug 2022 ### Fed Announcement Analysis Analysis of Federal Reserve policy announcement and market implications. ](https://rezco.com/videos/insights-2022-08-03-fed-announcement)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc54b10d4097c95a4b2f_697cbc52c679c972e3d1559a_thumbnail-naspers-update.jpeg) 29 Jun 2022 ### Naspers Update Analysis and update on Naspers and Prosus positioning. ](https://rezco.com/videos/insights-2022-06-29-naspers-update)[![](https://cdn.prod.website-files.com/6945901a51c3994dbf38abb9/697cbc4ee39b99e762bd6ecc_697cbc4d41ad5f7c75ad4811_thumbnail-recession-risk--global-vs-local-market-sentiment.jpeg) 24 Jun 2022 ### Recession Risk & Global vs Local Market Sentiment Analysis of recession risks and comparing global versus local market sentiment. ](https://rezco.com/videos/insights-2022-06-24-recession-risk) _Last modified: 2026-08-25_