Alderwood Investment Solutions

Alderwood Investment Solutions Ensuring our clients financial well-being We at Alderwood Investment Solutions will make sure you are at ease when planning for retirement.

Our investment philosophy is based on a long term strategy - making the right decision, starting with a good plan as foundation. As with the alderwood tree, it takes root and if you stick to it, it will grow into a beautiful tree, giving shade to generations to come. Looking at your past, present and dreams for the future, Integrated Wealth Planning provides you with a living plan that not only answers how much is enough but provides you with a roadmap to get you there.

S&P GLOBAL LAUNCHES WEST AFRICAN JET FUEL BENCHMARK 🌎🔋🔋S&P Global Platts will launch a new jet fuel price assessment for...
31/05/2026

S&P GLOBAL LAUNCHES WEST AFRICAN JET FUEL BENCHMARK 🌎🔋🔋

S&P Global Platts will launch a new jet fuel price assessment for West Africa from 1 June, reflecting the region's growing importance within global fuel markets. The benchmark will track the value of jet fuel cargoes exported from West Africa and provide a more transparent pricing reference for traders, refiners and airlines.

The development comes as aviation demand and refining capacity continue to expand across the region. As African fuel markets become larger and more integrated into global trade flows, regional pricing benchmarks are playing an increasingly important role in improving market efficiency and attracting international participation.

🟦Why this matters: As markets become more sophisticated and liquid, trusted pricing benchmarks become increasingly important for trade, risk management and capital allocation.

🟩Key takeaway: Businesses that provide critical market data and benchmarks often benefit from strong competitive positions, recurring revenue and deep integration into financial markets.

L’ORÉAL EXPANDS SAUDI ARABIA OPERATIONS 🌐📈⚖️L’Oréal is expanding its presence in Saudi Arabia with the opening of a new ...
24/05/2026

L’ORÉAL EXPANDS SAUDI ARABIA OPERATIONS 🌐📈⚖️

L’Oréal is expanding its presence in Saudi Arabia with the opening of a new office in Jeddah and plans to double its workforce in the country by the end of 2026. The investment reflects Saudi Arabia’s growing importance as one of the Middle East’s largest beauty markets and a key contributor to the company’s regional growth strategy.

Alongside commercial expansion, L’Oréal is investing in training and employment initiatives, including the launch of its fifth professional hairdressing academy in partnership with local universities. The company is also expanding sustainability initiatives aligned with its “L’Oréal For The Future” strategy, including refillable beauty products and broader ESG programmes.

L’Oréal estimates its Saudi operations contribute SAR3.2 billion to the economy and support more than 8,700 jobs, highlighting the strategic importance of the region within its long-term growth plans.

🟩Why this matters: Global consumer brands are increasingly investing in high-growth emerging markets where rising incomes, demographic trends and changing consumer behaviour are driving long-term demand.

🟦Key takeaway: Companies with strong brands and global distribution platforms are well positioned to capture structural growth opportunities across emerging consumer markets.

AMD LINKS AI TO THE FUTURE OF SPACE EXPLORATION 🤖🤖🌎💡🔭🛰📡AMD is positioning itself at the centre of the next phase of spac...
17/05/2026

AMD LINKS AI TO THE FUTURE OF SPACE EXPLORATION 🤖🤖🌎💡🔭🛰📡

AMD is positioning itself at the centre of the next phase of space exploration through its involvement in NASA’s Artemis programme. The company believes future lunar and deep-space missions will increasingly rely on autonomous systems that can process data and make decisions in real time, rather than waiting for instructions from Earth. AMD chips are already being used in a range of aerospace and satellite applications.

A key part of AMD’s strategy is its focus on “open architecture”, where different hardware and software providers can work together within the same space infrastructure ecosystem. As governments and private operators prepare for sustained lunar activity and future Mars missions, demand for advanced onboard computing and AI capabilities is expected to grow.

🟦Why this matters: As AI moves into real-world and remote environments, demand is increasing for specialised computing systems that can process data autonomously and reliably without relying on constant connectivity.

🟩Key takeaway: As computing becomes increasingly mission-critical, companies supplying specialised processing capabilities are well positioned to benefit from long-term demand for advanced infrastructure.

BIG TECH’S AI INFRASTRUCTURE SPEND ACCELERATES 🌐💰Spending on AI infrastructure by major technology companies has surged ...
25/04/2026

BIG TECH’S AI INFRASTRUCTURE SPEND ACCELERATES 🌐💰

Spending on AI infrastructure by major technology companies has surged dramatically, with combined capital expenditure across Alphabet, Amazon, Meta, Microsoft and Oracle rising from US$162bn in 2022 to US$448bn in 2025. By late 2025, these companies were collectively investing more than US$140bn per quarter, highlighting how AI has become a central driver of capital allocation.

The pace of investment accelerated sharply from mid-2023 as companies scaled data centres, specialised chips and AI-ready cloud infrastructure. Microsoft, Amazon and Alphabet have led this expansion, reflecting their position at the centre of the AI ecosystem. This level of sustained investment points to an emerging “infrastructure arms race”, where compute capacity is becoming a key determinant of competitive positioning.

ℹ️Why this matters: AI is driving one of the largest infrastructure buildouts in recent history, with scale and capital intensity becoming defining factors in the competitive landscape.

ℹ️Key takeaway: Companies with the balance sheets and scale to sustain high levels of investment are best positioned to capture long-term value in AI-driven markets.

🧐 How Often Should You Check Your Investment Portfolio? 📈It’s a common question — and the answer might surprise you.You ...
18/04/2026

🧐 How Often Should You Check Your Investment Portfolio? 📈

It’s a common question — and the answer might surprise you.
You don’t need to check your investments every day. In fact, doing so can do more harm than good. A simple rule that works is - Check monthly. Think quarterly. Act annually.

*Check monthly 🟩
A quick look to stay informed — no analysis, no panic.

*Review quarterly 🟦
This is when performance actually means something. Are you still on track for your goals?

*Make changes annually (or when life changes) 🟧
Adjusting too often usually leads to emotional decisions driven by market noise.

Why checking too often is risky 📈
Markets move every day — up and down. Short‑term drops are normal, but watching them daily can lead to : Anxiety, Panic selling, Chasing returns & Poor long‑term results. Long‑term investing rewards patience, not constant action.

What really matters 😃
Instead of focusing on daily values, rather ask yourself : Am I still on track for my goals? Is my portfolio aligned with my risk tolerance? Am I invested for the right time horizon?

Successful investors aren’t those who check their portfolios the most, they’re the ones who stay disciplined, focused on the long term, and avoid emotional decisions.
If you’re unsure whether your portfolio is still aligned with your goals, that’s a great moment for a review — not a reaction.

THE WORLD’S MOST VALUABLE PUBLIC COMPANIES 📈📅2026 marks the 50th anniversary of Apple, founded in 1976 with just US$1 30...
12/04/2026

THE WORLD’S MOST VALUABLE PUBLIC COMPANIES 📈📅

2026 marks the 50th anniversary of Apple, founded in 1976 with just US$1 300 in start-up capital. Five decades later, the company has grown into one of the most valuable businesses in history, with a market capitalisation exceeding US$3.7 trillion. Its trajectory reflects sustained product innovation and global consumer adoption across multiple technology cycles.

Apple first became the world’s most valuable listed company in 2011 and has largely retained a top position since then. However, the current wave of artificial intelligence has shifted the rankings, with semiconductor company Nvidia now leading globally with a market capitalisation above US$4 trillion. The broader top tier remains dominated by US technology giants, including Microsoft, Alphabet and Amazon.

Why this matters: Market leadership is increasingly concentrated among a small group of global technology companies, reflecting the importance of scale, intellectual property and ecosystem strength in driving long-term value creation.

Key takeaway: Sustained value creation at scale is typically underpinned by continuous innovation and the ability to adapt to major technological shifts over time.

GOOGLE SIGNS 1GW DATA CENTRE DEMAND DEALS ACROSS THE US 🇺🇸 📡Google is expanding the use of demand-response programmes ac...
30/03/2026

GOOGLE SIGNS 1GW DATA CENTRE DEMAND DEALS ACROSS THE US 🇺🇸 📡

Google is expanding the use of demand-response programmes across its US data centre network, allowing facilities to adjust electricity consumption during periods of peak demand. The initiative is part of a broader effort to manage rising energy requirements as data centre usage increases.

The company has partnered with multiple utilities, including the Tennessee Valley Authority and Entergy, to help balance grid demand. By shifting or reducing consumption when needed, Google’s data centres can act as flexible energy users, supporting grid stability while enabling faster connection of new facilities.

This approach is intended to complement longer-term investments in clean energy and storage.

Why this matters: The rapid growth of data centres is placing increasing pressure on electricity grids. Demand-response mechanisms provide a near-term solution while new energy infrastructure is developed.

Key takeaway: As data centre demand accelerates, the ability to manage energy consumption efficiently is becoming a key constraint, and a potential differentiator, for large-scale technology platforms.

MR PRICE EYES SELECTIVE FURTHER OFFSHORE EXPANSION 🧢🏢📊✅Mr Price has indicated that it may enter one additional internati...
22/03/2026

MR PRICE EYES SELECTIVE FURTHER OFFSHORE EXPANSION 🧢🏢📊✅

Mr Price has indicated that it may enter one additional international market following its expansion into Europe, but management has emphasised that it is not pursuing a broad global growth strategy. Instead, the group has narrowed its long-term offshore focus to two regions after reviewing opportunities worldwide.

Chairman Nigel Payne described Central and Eastern Europe as the company’s primary international growth platform over the next 10 to 20 years, with potential to expand into adjacent regions over time. CEO Mark Blair added that another territory has been identified as attractive but stressed that any move would depend on favourable conditions and disciplined ex*****on

Management also indicated that dealmaking in SA is largely complete for now, suggesting that future expansion is likely to be driven increasingly by offshore opportunities.

Why this matters: Many SA retailers have struggled with offshore expansion, often pursuing scale too aggressively. Mr Price’s approach reflects a more measured strategy, prioritising a small number of markets where its value retail model can translate effectively.

Key takeaway: Selective, disciplined expansion, rather than broad global rollout, is likely to be critical in determining whether Mr Price can successfully build a sustainable offshore growth platform.

MTN TESTS STARLINK SATELLITE CONNECTIVITY IN AFRICA 📡📱📲🖥MTN has successfully completed Africa’s first field trial of Spa...
15/03/2026

MTN TESTS STARLINK SATELLITE CONNECTIVITY IN AFRICA 📡📱📲🖥

MTN has successfully completed Africa’s first field trial of SpaceX’s Starlink Direct-to-Cell technology through its Zambian subsidiary. The test connected a standard LTE smartphone directly to Starlink satellites, enabling both a data session and a mobile money transaction via MTN’s MoMo platform – without relying on traditional cell towers.

The technology effectively allows satellites to act as cell towers in orbit, extending mobile coverage to remote areas where terrestrial infrastructure is difficult or uneconomical to build. A commercial launch in Zambia is expected once regulatory approval is secured.

Why this matters: Satellite connectivity is emerging as a new layer in the global telecom ecosystem. Partnerships between mobile operators and satellite providers could significantly expand coverage in rural markets, particularly across Africa where large areas remain underserved. For telecom operators, this may provide a cost-effective way to expand networks, while satellite companies such as SpaceX gain access to established mobile customer bases.

Key takeaway: The key question will be whether satellite-to-phone technology can scale economically and deliver reliable connectivity at competitive prices. If successful, it could reshape how telecom infrastructure is deployed across emerging markets.

THE WORLD’S MOST VALUABLE COMPANIES IN 2026 📲💻💸💰⚖️Originally posted on Visual CapitalistThe global corporate leaderboard...
08/03/2026

THE WORLD’S MOST VALUABLE COMPANIES IN 2026 📲💻💸💰⚖️
Originally posted on Visual Capitalist

The global corporate leaderboard continues to be dominated by technology giants in 2026, with Nvidia leading the pack at a market capitalisation of roughly US$4.8 trillion. The chipmaker has once again overtaken Apple and Alphabet as the world’s most valuable company, drivenby surging demand for AI infrastructure and a series of blockbuster earnings reports. In its most recent quarter, Nvidia posted US$68.1 billion in revenue, up 94% year-over-year, reflecting the scale of spending by major customers such as OpenAI, Oracle, and Microsoft. Despite its extraordinary growth, investor enthusiasm has been somewhat tempered by concerns about potential overvaluation and the sustainability of the AI boom.

Behind Nvidia, Apple, Alphabet, and Microsoft each maintain valuations above or near the US$3 trillion mark, underscoring the continued dominance of US technology companies in global equity markets. Amazon ranks fifth with a valuation above US$2.2 trillion, while TSMC has surged into sixth place with a market cap exceeding US$2 trillion, overtaking both Meta Platforms and Tesla. Outside the US, Saudi Aramco remains a major presence, ranking seventh globally at about US$1.7 trillion, although weaker oil prices have pushed its shares roughly 30% below their 2022 peak.

The rise of artificial intelligence infrastructure is also elevating other semiconductor players. Broadcom, now valued at nearly US$1.6 trillion, ranks ninth globally and is emerging as a serious competitor to Nvidia in AI hardware. The company produces custom AI accelerator chips for major technology firms and has designed Google’s tensor processing units (TPUs). With Big Tech expected to spend as much as US$650 billion on AI infrastructure in 2026, competition among chipmakers – including Nvidia, Broadcom, and AMD – is intensifying as they race to supply the computing backbone of the AI economy.

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