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
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
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
4 Feb 2026
2026 Outlook
8 Oct 2025
Wrong or Taking Long?
Rezco webinar exploring whether current market conditions signal being wrong or just taking longer to play out.
19 Jun 2025
SA Equity Portfolios Reconsidered
A fresh look at South African equity portfolio construction and positioning strategies.
11 Feb 2025
SA's Political Shift
Analysis of South Africa's political landscape shifts and implications for investors.
8 Nov 2024
US Election Outcomes & an Improving SA Economy
Full session covering US election outcomes and the improving South African economy.
14 Aug 2024
SA Inc
Full session exploring SA Inc stocks and domestic market opportunities.
25 Apr 2024
How to View Investment Risk
Full session on understanding and evaluating investment risk in portfolio management.
30 Jan 2024
FED Pivot or Policy Error
Full session analyzing Federal Reserve policy direction and potential implications.
29 Nov 2023
Hunting Opportunities
Full session including Q&A on identifying investment opportunities in current markets.
3 Aug 2023
SA Macro Trends
Analysis of South African macroeconomic trends with Q&A session.
9 May 2023
Regime Change
Discussion on market regime changes and how to position portfolios accordingly.
31 Jan 2023
2023 Investors' Outlook
Annual investor outlook discussing market expectations and portfolio positioning for 2023.
11 Oct 2022
Is Everything a Risk Asset?
Exploration of risk asset classification in current market conditions.
2 Aug 2022
Fear & Opportunity
Balancing fear and opportunity in volatile market environments.
12 May 2022
Market Outlook - May 2022
Quarterly market outlook and portfolio positioning discussion.
14 Feb 2022
Why 2022 Will Be More Like 2000 Than 2021
Analysis comparing 2022 market conditions to the 2000 tech bubble period.
5 Oct 2021
Investment Update - October 2021
Quarterly investment update covering market developments and fund positioning.
27 Jul 2021
Investment Update - July 2021
Mid-year investment update on market conditions and outlook.
16 Feb 2021
Risk Control & Alpha
How risk control strategies can enhance alpha generation in portfolios.
18 Nov 2020
Not Out the Woods Yet
Market assessment following COVID-19 recovery and remaining risks.
22 Jun 2020
Investment Update - June 2020
Investment update during COVID-19 market recovery phase.
Fund Positioning
21 Feb 2025
Inside the Portfolio (REEF)
Deep dive into the Rezco Equity Fund portfolio positioning and holdings.
20 Mar 2024
Equity Fund Performance - Mar 2024
Analysis of Rezco Equity Fund performance and positioning.
29 Feb 2024
Fund Fact Sheet - End of Feb 2024
Monthly fund performance summary and key statistics for February 2024.
31 Jan 2024
Fund Fact Sheet - End of Jan 2024
Monthly fund performance summary and key statistics for January 2024.
30 Jun 2023
Fund Fact Sheet - End of Jun 2023
Monthly fund performance summary and key statistics for June 2023.
30 Apr 2023
Fund Fact Sheet - End of Apr 2023
Monthly fund performance summary and key statistics for April 2023.
31 Mar 2023
Fund Fact Sheet - End of Mar 2023
Monthly fund performance summary and key statistics for March 2023.
28 Feb 2023
Fund Fact Sheet - End of Feb 2023
Monthly fund performance summary and key statistics for February 2023.
31 Jan 2023
Fund Fact Sheet - End of Jan 2023
Monthly fund performance summary and key statistics for January 2023.
31 Dec 2022
Fund Fact Sheet - End of Dec 2022
Monthly fund performance summary and key statistics for December 2022.
30 Nov 2022
Fund Fact Sheet - End of Nov 2022
Monthly fund performance summary and key statistics for November 2022.
31 Oct 2022
Fund Fact Sheet - End of Oct 2022
Monthly fund performance summary and key statistics for October 2022.
31 Aug 2022
Fund Fact Sheet Walkthrough - End of Aug 2022
Monthly fund performance walkthrough and key statistics for August 2022.
31 Jul 2022
Fund Fact Sheet Walkthrough - End of Jul 2022
Monthly fund performance walkthrough and key statistics for July 2022.
30 Jun 2022
Fund Fact Sheet Walkthrough - End of Jun 2022
Monthly fund performance walkthrough and key statistics for June 2022.
Philosophy
Insights
13 Mar 2023
Breaking News
Rezco's response to the Silicon Valley Bank collapse and what it meant for portfolio risk.
15 Feb 2023
Load Shedding Tail Risk
Analysis of load shedding risks and impact on South African investments.
10 Feb 2023
Market Update - Feb 2023
Monthly market update and commentary for February 2023.
23 Sept 2022
Roadmap Ahead
Forward-looking market outlook and investment strategy discussion.
3 Aug 2022
Fed Announcement Analysis
Analysis of Federal Reserve policy announcement and market implications.
29 Jun 2022
Naspers Update
Analysis and update on Naspers and Prosus positioning.
24 Jun 2022
Recession Risk & Global vs Local Market Sentiment
Analysis of recession risks and comparing global versus local market sentiment.