31
Aug
2022
Moonwalk Away
In financial services we focus on investment outcomes, on providing sound investment advice, explanations on what is driving investment markets, and how to deal with some of our less ...
31
Jul
2022
Risky Business
Shopping for a new car, iPhone or laptop is a relatively straightforward affair. You generally know what you are looking for, you have a budget in mind, and you can set off on your ...
30
Jun
2022
The Ultimate Bottleneck?
After the Global Financial Crisis, for a period of almost 14 years, funds investing in high growth shares such as Amazon or Alphabet were supported by significant tailwinds in earnings ...
31
May
2022
Capital Gains Tax is no small change
Many of us are resistant to change and, in many cases, look for ways to avoid it. In investments, this aversion is complicated by the fact that near term costs – such as capital gains ...
30
Apr
2022
The Great Rotation?
In the aftermath of the Global Financial Crisis, and the easy monetary policy and stimulus which followed, it has been a relentless surge upwards in investment markets, momentarily ...
31
Mar
2022
The Offshore Opportunity for Retirement Funds
South Africa’s Finance Minister, Enoch Godongwana, surprised the entire savings industry with the announcement that retirement funds could increase their offshore allocation to 45%. ...
28
Feb
2022
Ready Player One: Mapping the Metaverse
Set in a dystopian world 40 years in the future, Ernst Cline’s magnus opus, Ready Player One, captivated readers when it was first released as a novel, and a few years later when it ...
31
Jan
2022
This was South Africa’s best performing unit trust in 2021. You’ll never believe what ...
You may not want to know what happens next. Unfortunately, in the investing world, being overly curious and adventurous can be hazardous to your wealth. Over the last few weeks, the ...
30
Nov
2021
Asset Manager Mergers – Would you rather be a shareholder or a client?
An ongoing trend in the global asset management industry over the recent past has been the consolidation of asset management businesses. If one searches the topic on Google, you will ...
31
Oct
2021
The Forecaster’s Dilemma
Throughout history, forecasters have built a long and distinguished track record of not being able to predict major economic events. From the great depression in the 1920s to the ...