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Alderwood Investment Solutions

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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.

04/09/2026

September is historically the worst performing month for global equity markets
with the S&P 500 pulling back 1.1% on average during the months since 1928.
There are many factors that could be responsible for this phenomenon but it is
widely accepted that the so-called “September Effect” is due to quarter end
which leads to institutional investors locking in profits or selling their loss making
positions; selling loss making positions to reduce capital gains; traders coming back
to work after enjoying a summer holiday and rebalancing portfolios and finally
psychology as the weakness has become expected and is therefore a self-fulfilling
prophecy. 📉🗃️📊

23/08/2026

BERKSHIRE MAKES A US$17 BILLION BET ON ALPHABET 🏢📈

Berkshire Hathaway significantly increased its investment in Alphabet during the second quarter, adding 48.1 million shares worth around US$17 billion. Alphabet is now Berkshire's third-largest equity holding, with its combined Class A and Class C shares worth approximately US$37.8 billion at the end of June. The investment comes as Berkshire has become more active in deploying its substantial cash reserves.

After several years of being a net seller of equities, the group was a significant net buyer in the second quarter, while also completing its acquisition of homebuilder Taylor Morrison. Around US$10 billion of the Alphabet investment was made directly through a private placement, with the remainder acquired in the market.

🟩Why this matters: Berkshire has built its reputation around investing in businesses with durable competitive advantages, strong economics and the ability to compound value over time. Alphabet fits many of these characteristics, with leading positions in search, digital advertising, cloud and AI, supported by a strong balance sheet and significant cash generation. More broadly, Berkshire's increased investment activity highlights the importance of disciplined capital allocation. Deploying capital into
businesses with attractive long-term economics can be an important driver of shareholder value.

🟦Key takeaway: Berkshire's decision to make Alphabet one of its largest equity investments provides an interesting perspective on the qualities of the business that underpin our own investment case. Alphabet's scale, strong competitive advantages and financial strength provide multiple avenues for long-term growth.

16/08/2026

S&P GLOBAL BRINGS FINANCIAL INTELLIGENCE INTO THE AI WORKFLOW 🌍

S&P Global is expanding its partnership with Microsoft to bring its financial data, insights and analytics directly into Microsoft 365 Copilot. Users will be able to access S&P Global information within tools such as Excel and use it for company research, financial analysis, transcript analysis and peer comparisons without leaving their existing workflow.

The development illustrates how specialist financial information can become more useful when combined with AI. Rather than replacing the value of proprietary data, AI can make that information easier to access and apply, potentially increasing its usefulness to customers.

🟦Why this matters: AI is changing how information is consumed, but the quality and reliability of the underlying data remain critical. Providers with trusted, proprietary datasets can potentially become more valuable as AI makes it easier for customers to use that information across their workflows.

🟩Key takeaway: The Microsoft integration supports our view that AI can enhance rather than disrupt S&P Global's business model. Its proprietary data, strong market position and recurring revenue base provide a solid foundation from which to deepen customer relationships as financial analysis becomes increasingly AI-enabled.

10/08/2026

BIG TECH DOUBLES DOWN ON AI LEADERSHIP 🤖🤖🌎

Microsoft, Alphabet, Meta and Amazon all recently reported quarterly earnings, with one clear theme emerging: continued investment in AI. Together, the four companies expect to spend around US$760 billion on capital expenditure in 2026, up from US$413 billion last year, as they expand data centres, AI chips and networking infrastructure.

The investment is already translating into stronger operating performance. Amazon Web Services delivered its fastest revenue growth in more than four years, Microsoft's AI business more than doubled year on year and Alphabet continued to report robust cloud growth, highlighting the growing commercial impact of AI.

🟩Why this matters: Leadership in AI depends on more than developing advanced models. It requires sustained investment in the infrastructure, cloud platforms and ecosystems that enable businesses to deploy AI at scale. Companies with the financial strength to make these investments today are likely to be better positioned to capture long-term growth.

🟦Key takeaway: The scale of planned investment reflects the financial strength and long-term mindset of the world's largest technology companies. Continued investment in AI infrastructure reinforces the cloud platforms, ecosystems and advertising businesses that underpin the investment cases for Microsoft, Alphabet, Amazon and Meta.

02/08/2026

APPLE EXPANDS ITS ECOSYSTEM BEYOND THE IPHONE 📱🍏🛜

Apple has become only the second company in history to surpass a market capitalisation of US$5 trillion, underlining investors' confidence in its long-term earnings potential. The milestone comes as the company continues to broaden its ecosystem beyond hardware, announcing a new iPhone leasing programme in the
US in partnership with Klarna. The subscription-style offering lowers the upfront cost of upgrading devices while encouraging customers to remain within Apple's ecosystem.

While many technology companies are dramatically increasing spending on AI, Apple has adopted a more measured approach. Instead of matching rivals dollar for dollar, it continues to leverage its premium brand, loyal customer base and growing services
business to drive long-term value. This reflects a strategy focused on monetising its installed base rather than relying solely on new device sales.

✅Why this matters: As technology markets mature, companies with strong customer ecosystems often generate more durable returns than those reliant on one-off product sales. Recurring services, subscription models and seamless integration across devices deepen customer relationships, increase switching costs and create opportunities to monetise users over time.

☑️Key takeaway: Apple continues to strengthen the ecosystem that underpins its investment case. Its premium brand, loyal customer base and expanding services business support recurring revenue, pricing power and long-term earnings growth.

26/07/2026

MTN INVESTS IN GROWTH BEYOND THE METROS 🌐📡🇿🇦

MTN South Africa is investing R150 million during 2026 to expand and modernise its network in the North West. The programme will upgrade more than 1,000 existing sites, extend 4G and 5G coverage and add towers in areas including Mahikeng, Klerksdorp and Taung.

The investment reflects growing demand for reliable connectivity outside South Africa’s largest cities. By upgrading existing infrastructure while selectively adding new towers, MTN can expand capacity and improve network quality in areas where access to high-speed mobile broadband remains uneven.

🛜 Why this matters: Mobile connectivity has become essential to commerce, financial services and access to digital tools. As data usage rises, stronger networks in secondary cities and underserved areas can support customer growth while increasing the value of MTN’s existing infrastructure.

✳️ Key takeaway: MTN’s continued network investment supports the group’s ability to monetise data over time, a central driver of long-term earnings growth. Expanding coverage beyond the major metros should help the group capture rising demand while reinforcing the scale and quality of its South African network.

19/07/2026

ANGLO AMERICAN STRENGTHENS ITS COPPER STRATEGY 🔋🌎💡

Anglo American and Chilean state-owned miner Codelco have finalised a long-term agreement to jointly develop the neighbouring Los Bronces and Andina copper mines in Chile. The collaboration is expected to unlock operational efficiencies and increase copper production without requiring a full merger of the assets. The agreement now awaits environmental approval before implementation.

The transaction comes at a time when copper is becoming increasingly important to the global economy. Demand is expected to rise as countries invest in renewable energy, electric vehicles, power networks and data centres, all of which require significantly more copper than traditional technologies. By combining infrastructure and coordinating mine planning, Anglo American and Codelco aim to maximise the
value of one of the world's largest copper districts.

🟩Why this matters: Copper sits at the heart of the global electrification theme. As economies transition towards cleaner energy, expand electricity grids and invest in AI-related infrastructure, demand for copper is expected to grow over the long term. Companies with high-quality copper assets are well positioned to benefit from these structural trends.

🟦Key takeaway: The agreement reinforces Anglo American's growing exposure to copper, one of the most attractive long-term commodities linked to electrification and infrastructure investment. Together with its diversified portfolio and ongoing operational improvements, this supports our long-term investment case for the company.

12/07/2026

MICROSOFT EXPANDS THE INFRASTRUCTURE POWERING AI 🌐📊

Microsoft is backing a major new undersea cable linking India and Southeast Asia, reinforcing its long-term investment in AI and cloud infrastructure across the region. The company has joined a consortium led by Lightstorm to build the 3,600km I-2SEA submarine cable, which is expected to be operational by late 2029 and will support growing demand for AI, cloud computing and hyperscale data services.

The cable will land in Machilipatnam, Andhra Pradesh, an emerging data centre hub where Meta and Alphabet have also announced investments. More broadly, the project reflects India's growing importance in the global digital economy as expanding connectivity and data centre capacity position the country as a key hub for AI infrastructure across Asia.

✅Why this matters: Cloud computing and AI rely on far more than software. As demand for AI services accelerates, investment in the digital infrastructure that connects data centres, businesses and users is becoming an increasingly important source of competitive advantage.

✳️Key takeaway: Microsoft's competitive advantage extends beyond software. Its willingness to invest in the digital infrastructure underpinning AI and cloud services reinforces the strength of its ecosystem, making it easier for customers to build, deploy and scale on Microsoft's platforms over the long term.

05/07/2026

SHOPRITE EXTENDS ITS WINNING STREAK 📊 🏅

Shoprite has strengthened its leadership in SA’s grocery market after opening 268 new stores in the first eleven months of its 2026 financial year, comfortably exceeding its full-year target of 223. The expansion included new Shoprite, Checkers, Usave and LiquorShop outlets, while newer concepts such as Petshop Science and UNIQ clothing also outperformed rollout plans.

The aggressive expansion reinforces Shoprite's dominance at a time when many competitors are focused on restructuring and cost control. By growing its physical footprint while continuing to invest in logistics and digital capabilities, the retailer has positioned itself within five kilometres of around 85% of SA households, giving its fast-growing e-commerce and same-day delivery services a significant competitive advantage.

✅Why this matters: Scale remains one of the most powerful competitive advantages in food retail. A larger store network supports more efficient logistics, stronger buying power and better availability, making it increasingly difficult for competitors to keep pace.

ℹ️Key takeaway: Shoprite's continued expansion highlights the benefits of scale in food retail. Its growing store network, logistics infrastructure and digital capabilities reinforce the competitive advantages that continue to support market share gains and strengthen its long-term
investment case.

28/06/2026

📲📊 AMAZON ENDS WALMART’S 13-YEAR REIGN AS AMERICA’S LARGEST COMPANY

Amazon has overtaken Walmart as America's largest company by revenue, ending Walmart's 13-year run at the top of the Forbes 500 rankings. Revenue reached US$716.9 billion, narrowly surpassing Walmart's US$713.2 billion, marking a symbolic shift towards an economy increasingly driven by e-commerce, cloud computing and digital services. Amazon is only the fourth company to top the rankings in the past 72 years.

Beyond retail, the rankings also highlight the growing influence of technology and healthcare companies. Apple, Alphabet, Microsoft, Nvidia and Meta collectively generated more than US$1.6 trillion in revenue, while healthcare businesses continue to benefit from ageing populations and advances in medical technology.

Why this matters: Scale creates advantages that extend well beyond size. Companies with broad customer ecosystems, extensive infrastructure and multiple revenue streams are often better positioned to invest, innovate and adapt as industries evolve.

Key takeaway: Amazon's rise reflects more than growth in online retail. Its combination of e-commerce, cloud computing, advertising and subscription services demonstrates how a diversified digital ecosystem can create multiple avenues for long-term growth. These characteristics remain central to our investment case for the business.

Address

8 Morgenster Str
Kimberley
8301

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 17:00

Telephone

+27725224442

Website

http://www.alderwoodinvest.co.za/

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