36ONE Asset Management

11/09/2026

Louis Krüger proudly representing 36ONE Asset Management at the GIB Summit today. He did a fantastic job we’re incredibly proud!

20/08/2026

When the chips were down, resources and value stocks stepped up.
Read our latest market insights and fund updates:
https://mailchi.mp/36one/june-17475931?e=af9ab137ba

14/08/2026

AI can accelerate research, sharpen monitoring and help investors ask better questions but it can’t replace judgment.
In our latest article, we explore where AI genuinely adds value to an investment process, where its limits become dangerous, and why the best use of these tools is to protect human time and attention does not outsource conviction.

Read: https://www.36one.co.za/articles/what-ai-actually-changes-in-an-investment-process-and-what-it-doesnt

04/08/2026

Private markets didn’t eliminate volatility they delayed its visibility.
As valuation gaps widen and liquidity tightens, is the $13 trillion industry masking a late-cycle bubble?
Read More: https://www.36one.co.za/articles/the-hidden-fragility-of-private-markets

30/06/2026

As markets become increasingly gamified, it's worth remembering that long-term wealth isn't built by predicting tomorrow's headlines it's built through patience, discipline and the power of compounding.
Read the full article here: https://www.36one.co.za/articles/from-investing-to-betting-the-surge-of-prediction-markets

19/06/2026

A month of diverging market returns highlighted the importance of disciplined investing. Discover our latest market commentary, fund performance and investment insights here: https://mailchi.mp/36one/april-17474602?e=af9ab137ba

18/06/2026

As global investors grapple with one of the most extraordinary valuations in market history, Cy Jacobs, joined BizNews.com to unpack the forces driving the phenomenon. In this engaging discussion, Cy explores how passive capital flows, limited share availability and modern market mechanics may be reshaping traditional valuation framework.

Watch the interview: https://www.youtube.com/watch?v=2yuAIJwQdE0

SpaceX has become the hottest story in global investing, soaring to...

02/06/2026

Is AI a river or a tsunami?

While predictions about AI's future vary wildly, one thing is certain: adapting matters more than predicting. Small, deliberate steps today can help us navigate the changes ahead.

Read our latest article on embracing AI as a tool to enhance, not replace, human thinking: https://www.36one.co.za/articles/going-with-the-ai-flow

26/05/2026

As AI, quantum computing and advanced diagnostics converge, the pharmaceutical industry is moving from slow trial-and-error processes toward predictive precision reducing development timelines, improving diagnostics, and enabling more personalised healthcare. Read More: https://www.36one.co.za/articles/the-quantum-edge-curing-the-incurable

21/05/2026

From market insights to the future of AI and healthcare innovation our latest newsletter explores the themes shaping tomorrow’s investment landscape.
Read the Long & Short here: https://mailchi.mp/36one/april-2026?e=af9ab137ba