Harvard House

YOUR MONEY MORSEL WITH HARVARD HOUSE - EPISODE 226
Soaring energy costs and changing consumer habits, including the growing use of weight-loss drugs, are reshaping spending patterns in the global alcohol industry.
In this Money Morsel, Jana van Rooyen speaks with Nick Rogers about why Diageo is losing favour with investors, while AB InBev's recovery story is gaining momentum.
Watch now https://www.youtube.com/watch?v=8Wuw059B9g4

THE CHASSIS VS THE ENGINE
Last week we asked retirement village residents what mattered most for their investments. Their answer was clear: protecting income from inflation. In today’s uncertain world, it’s a timely reminder of our philosophy — focusing on what truly secures retirement.
Read morehttps://hhgroup.co.za/wp-content/uploads/2026/09/Intuition-04Sep26-1.pdf

Today, our Team Beat As One! 🧡
Thank you to all who supported the National Council of and for Persons with Disabilities Casual Day 🧡

YOUR MONEY MORSEL WITH HARVARD HOUSE - EPISODE 225
Flash floods in Nepal, El Niño’s growing grip, and war tensions in the Black Sea — all driving food commodity prices higher. Even our own wheat crop is set for its lowest yield in years. This week, Robin and Michael unpack what these shocks mean for food prices and inflation.
Watch now https://www.youtube.com/watch?v=t64Gxvf-Raw

PROTECTING YOUR INCOME FROM INFLATION
We asked some local retirement village residents what mattered most for their investments. Their answer was clear: protecting income from inflation. In today’s uncertain world, it’s a timely reminder of our philosophy — focusing on what truly secures retirement.
Read morehttps://hhgroup.co.za/wp-content/uploads/2026/08/Intuition-28Aug26.pdf

YOUR MONEY MORSEL WITH HARVARD HOUSE - EPISODE 224
US Debt has hit $40 Trillion! The US Bond market yields have moved to a 20 year high. Are they flagging a problem, or is there also an AI story in the Bond market?
In this latest Money Morsel, Robin Gibson talks with Michael Porter to explore the nuances of this situation and understand how the market may see this and how it may be impacting South Africa.
Watch now https://www.youtube.com/watch?v=i6ft50NWb0E

BRACE FOR YIELD: HOW FAIRVEST, DIPULA AND EXEMPLAR STAY AIRBORNE
Optimism at the start of the year has been tempered by global tensions and ongoing uncertainty, yet resilience remains in select areas. The property sector — particularly retail focused funds — continues to stand out, protecting capital and delivering attractive returns even as broader markets face turbulence..
Read morehttps://hhgroup.co.za/wp-content/uploads/2026/08/Intuition-21Aug26.pdf

Harvard House is honoured to be nominated in the Best of PMB & Midlands 2026 Awards! 🌟

Harvard House has been recognised in three categories:
🏆 Best Accounting & Tax
🏆 Best Financial Planning/Brokers
🏆 Best Insurance Broker

Your support means the world to us — please take a moment to cast your vote!

👉 Vote here: www.bestofsouthafrica.co.za/pmb-midlands

Investing in People, not just the markets, since 1972.

YOUR MONEY MORSEL WITH HARVARD HOUSE - EPISODE 223
We have seen some amazing volatility in shares that doesn't seem to match their results. In this latest Money Morsel, Robin Gibson talks with Michael Porter about the impact of algorithmic trading and passive investing on share actions on local markets.
Watch now: https://www.youtube.com/watch?v=_aihNBQWYT8

PROLOGIS BIDS FOR SEGRO
Prologis' bid to acquire Segro at a 45% premium to its pre-offer share price wasn't something we anticipated when we first invested for clients — but it's certainly a welcome development.
Read nowhttps://hhgroup.co.za/wp-content/uploads/2026/08/Intuition-14Aug26.pdf