Overberg Asset Management

28/05/2026

As featured in Citywire South Africa:

“Downing said the company is actively seeking to acquire or partner with retiring independent financial advisers and aims to grow assets under management to around R4bn by year-end 2026 and R5bn next year. The business is also considering expansion into KwaZulu-Natal and the Garden Route.” Reported by Financial Journalist, Justin Brown, interviewing CEO, Nick Downing.

“One of Overberg’s defining characteristics is its heavy offshore allocation, with roughly 85% of assets invested globally and 15% in local portfolios.”

Read the full article here >>> https://citywire.com/za/news/how-nick-downing-built-a-r3-5bn-empire-far-from-the-sandton-rat-race/a2490462

18/05/2026

Our latest Webinar is out! 🎙️

From oil shocks to Al acceleration, Q1 has already reshaped the investment landscape.

We’ve got it all covered:
- Oil usage statistics compared to the wake of the Arab embargo in 1973.
- The surprisingly strong equity rebound driven by earnings upgrades.
- The growing influence of Al, not only in the US, but in the Far East as well.
- Why emerging markets may play a larger role moving forward.

Despite short-term disruptions, structural drivers of growth remain firmly in place. If you are looking for thoughtful insight in a complex environment, this session is for you.

Full Webinar -> https://m.youtube.com/watch?v=PujgbVsUcVI <

11/05/2026

MSCI World Index reaches new highs despite the Iran War:

Our latest podcast is available for May 2026, with new research report information launched on 1 May. Nick Downing, CEO, discusses global markets and expected oil prices over the next 12 months.

South Africa faces more immediate challenges from rising fuel costs, which could drive inflation and interest-rate pressures. Werner Erasmus, Wealth Manager - Gauteng, analyses the JSE’s volatility.

>>>> https://youtu.be/pvQTBKy8IYQ?si=M575_yxfsQVA36FN 🎙️

04/05/2026

“The stock market is a device for transferring money from the impatient to the patient.” - Warren Buffet

28/04/2026

Financial freedom opens the door to life’s best experiences. Let’s build a future where your wealth takes you places.

19/04/2026

Our Market Review and Strategy Outlook for Q1 is available:

The first quarter (Q1) was shaped by two distinct phases globally... In South Africa, the resources sector was the clear outperformer, buoyed by elevated commodity prices across gold, platinum, and energy commodities, with the latter receiving a further boost from the flare-up in Middle East tensions in mid-March.

Be the first to read our Market Report by clicking on the link tree in our bio!

01/04/2026

Oil Price Hikes: Do we need panic or pragmatism?
Our CEO and Chief Investment Officer, Nick Downing, guides us through the history of similar events and offers insights into the reality of what this means for our economy and investments.

Nick Downing, CIO and CEO of Overberg Asset Management, shares important research on various oil crises throughout history and discusses why, purely from an ...

18/03/2026

Weekly - 17 March 2026

Global Market Report: Recommended investor response to Iran war | The US-Israeli military campaign against Iran, launched on 28th February, is now in its third week. By far the greatest cost is the loss of life, but the conflict has potentially severe global economic consequences. The near shutdown of the Strait of Hormuz, through which roughly 20% of oil and LNG flows, combined with OPEC production cuts and attacks on regional energy infrastructure, has sent crude oil prices surging.

Local Market Report: Green shoots and headwinds: The state of South Africa's economy | 2025 has proven to be a pivotal year for the South African economy. After a decade of being stuck in a "1% growth trap," we are finally seeing the benefits of sustained domestic reforms. While the war in the Middle East and the resulting oil shock have recently rattled markets, the domestic story is one of emerging "green shoots" and a steadier growth trajectory.

Download report >>> https://overberg.biz/2026/03/market-report-17-march-2026/

09/03/2026

What do we expect will happen with the oil price, since Iran?

Our latest podcast episode explains it all in detail.

Nick Downing, CEO, discusses global markets, the recent volatility sparked by the Iran-Gulf conflict, and the short-lived rise in oil prices. Even with the geopolitical noise, the bigger picture remains encouraging.

Werner Erasmus, Regional Manager (Pretoria), discusses South Africa’s well-received, drama-free budget, compared to 2025, including an update on some of our key holdings-Glencore, Capitec and Valterra Platinum.

>>> https://m.youtube.com/watch?v=jD6N0wpKgMI

03/03/2026

Wealth comes from dedicated financial planning, disciplined saving, excelling in your occupation, and setting financial goals. Entrust us to assist you in protecting and growing your wealth, giving you more time to enjoy the finer things of life, leaving it to Overberg Asset Management to find the finest investments in the best asset classes.

Our global investments are listed on the London Stock Exchange, with diversification in the Developed and Emerging Markets. Would you like to own the finest in investments?

10/02/2026

In February’s Market Review, we discuss a volatile, yet opportunity-rich start to 2026 across global and South African markets. From dramatic swings in tech and precious metals to major central bank decisions and possibly shifting liquidity cycles, we break down what matters for investors right now.

We also discuss:

- Why closed-end investment companies continue to outperform open-ended funds.
- The nomination of Kevin Warsh as the next US Fed Chair and what it means for policy stability.
- Global central bank moves, including the Reserve Bank of Australia’s rate hike.

Locally, we cover:

- A strong start to the year on the JSE, led by resources and financials.
- Key macro data points.
- Positive signs across retail sales, vehicle sales, and business confidence.
- Updates from portfolio companies, including Valterra and Pepkor.
- Recent portfolio positioning changes.

Click the link in our bio to listen to the full podcast! 🔗