Expert Edge: Navigating Local and Global Markets with Anchor Capital

What happens when institutional-grade investment thinking becomes accessible to all South African investors? In this webinar, our own Carel Nolte sits down with Anchor Capital founder and CEO Peter Armitage, alongside Reko Nare and Keiran Witthuhn, to unpack the launch of the new Anchor EasyETFs Aspirant SA Equity AMETF and Anchor EasyETFs Aspirant Global Equity AMETF. From active portfolio construction and valuation discipline to opportunities in South African equities, global markets and AI-driven growth, this conversation explores how one of South Africa’s leading independent asset managers approaches long-term wealth creation in an increasingly complex investment landscape. Topics covered include: The Anchor story: building an independent investment business Lessons from decades of investing across market cycles The rise of actively managed ETFs in South Africa Why Anchor launched SA & Global Equity AMETFs Growth at a reasonable price (GARP) investing explained How Anchor identifies high-quality businesses Democratising institutional-grade investment strategies Global market opportunities & valuation considerations The AI investment theme: opportunities beyond the hype Quality compounders vs speculative investing South African banks, insurers & retail leaders Gold, platinum & the role of commodities in portfolios Interest rates, inflation & expected asset class returns Portfolio construction, risk management & long-term investing The future of active ETFs & investor access ⏱️ Timestamps: 00:00 Welcome & introduction 01:56 The Anchor Capital story & investment philosophy 05:19 Peter Armitage’s lessons for younger investors 08:28 Why Anchor launched actively managed ETFs 11:18 The investment strategy behind the portfolios 13:59 Who should invest in these ETFs? 15:24 Where Anchor sees opportunities in 2026 20:37 EasyEquities, advice & expanding investor access 21:18 South African market opportunities today 24:50 Global equities, AI & quality growth investing 27:49 Ferrari, valuations & stock selection 28:28 The role of active management for retail investors 29:57 What success looks like for the Anchor partnership 32:18 Closing remarks & final thoughts Disclaimer: Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice. Ts and Cs apply.