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Our offering

At Phoenix Investment Analytics, we combine technical charting techniques with the application of select statistical indicators to a wide range of key financial markets and asset classes. We focus on the three important aspects out of the technical analysis methodology, being cycles, trends and momentum.

We focus particularly on applying technical analysis to highlight key macro themes, risk trades and cross-asset correlations. We take a holistic and multi-asset approach to markets and our investment analytics service is driven by a core discipline research process, technological innovation and with our finger on the financial pulse.

We offer a wide range of daily, weekly and monthly comments covering interest rates(fixed income), forex, equity, and commodity markets. In addition, we produce a variety of ad hoc actionable ‘Trade Idea’ and ‘Spotlight’ comments.

We also provide a comprehensive education program. This ranges from bespoke one-hour sessions to full-day classroom tutorials, covering all the major charting techniques and disciplines for a wide range of clients.

About the company

Phoenix Investment Analytics (PIA), is a subsidiary of Phoenix Capital, and is a market investment research boutique for investors in the financial markets.

We enhance investment making decisions for clients through a tired and tested analytics methodology. Our core objective is to produce quality value add, independent investment insights through our rigorous, innovative, and often contrarian analytical analysis.

Our investment analytics service is driven by a core discipline research process, technological innovation and with our finger on the financial pulse. Our analyses covers all key financial markets and asset classes.

Our analytics cuts through market noise to provide investors with clear and concise points of entry and exit and brings to light interesting investment opportunities.

Our focus to find value and find the over- and undervalued assets in a dynamic financial environment.

CONTACT US

About the people

Peet Serfontein

Peet has over 20 years experience in the financial markets and has fulfilled a wide range of trading and research roles. He worked for Nedbank CIB since 1997.

Jointly rated No. 1 in the Technical Analysis category for the fourth consecutive year (since 2014) in the Financial Mail Top Analyst annual awards. The Awards recognise South Africa’s top analysts in the institutional stock broking industry.

Peet specialise in analysing assets(investments), based on a systematic disciplined approach, using technical and quantitative methods to determine the optimal timing when to enter and exit an investment.

He believes that the price movements of any asset are the result of supply and demand forces. These forces manifest through market psychology. The preservation of capital is the utter most important component for success in the financial markets.

Peet is a member of the Market Technicians Association, an international body that sets the standards and codes of conduct for technical analysts.

He serves as a board member for TASSA (The Financial Technical Analysts’ Society of Southern Africa) promoting technical analysis locally.

Peet studied B.Com (Hons) in Investment Management from the University of Johannesburg.

He is a Registered person in terms of the South African Institute of Financial Markets, is holds a senior trader qualification both for Equities and Equity Derivatives from the JSE.

He is a Representative as specified by the South African Financial Services Board.

Contact

analytics@phoenix.co.za

+27 23 100 0070
Fountain Grove Office Park, Hyde Park, Gauteng, South Africa

Phoenix Investment Analytics Pty Ltd
A subsidiary of Phoenix Capital Pty Ltd