30
Sep
2025
Beyond the Factsheet: Inside the Engine Room of Your Investments
When you invest in a unit trust or model portfolio, it’s natural to focus on the fund’s name, past performance, or the reputation of the asset manager. But what actually powers your ...
31
Jul
2023
The Bear Trap?
South African equities are trading at meaningful discounts, yet we are not alone and many other countries are introspective in considering how to improve their respective outlooks. In ...
31
Aug
2025
Quantum Leap – How Quantum Computers Are Rewriting the Rules of Tech
The growing demands of AI, data science, and global complexity are pushing classical computing to its limits. In response, quantum computing is emerging – a breakthrough as ...
30
Jun
2025
Crowded House
Never before have US equity markets been so accessible – or so crowded. Twenty years ago, around 4 billion shares were traded daily across US stock markets. Today, it’s over 15 billion. ...
31
Mar
2025
U.S. Trumping the Tariffs
On April 2nd 2025, President Donald Trump declared “Liberation Day”, unveiling a comprehensive tariff strategy that would apply to more than 100 trade partners aimed at addressing ...
31
Jan
2025
Survival of the Fastest
Remember Netscape Navigator? The company was the dominant web browser and search engine in the 1990s, later displaced by Google, Microsoft, Apple, and Amazon as the kingpins of the ...
31
Oct
2024
Wall of Worry
Global events and investment market movements mean less than you think when it comes to successful investing The phrase “this time it’s different” is one of the most famous – and ...
30
Sep
2024
Power Play Performance from India
In cricket, a power play refers to the restriction of the number of fielders outside the 30-yard circle of the pitch. Within the first ten overs of a 50-over cricket match, only two ...
31
Aug
2024
A User’s Guide to Unemployment Statistics
On the first Friday of every month, the markets get ready to process the latest Employment Situation Report. The report is released by the Bureau of Labor Statistics and details the ...
30
Jun
2023
Heads I win, Tails you lose
For most investors, hedge funds have historically been opaque products where ‘magic’ happens. The domain of the wealthy, with limited access, high hurdles for entry and outsized ...