26
Oct
2015
German Re-engineering
The last quarter saw a number of significant economic events and market shifts, ranging from the US Fed's decision not to raise interest rates, through to concerns regarding China's ...
19
Oct
2015
Beware the Bemuda Triangle of investing
At the heart of the constant challenge that faces investors, is what I like to describe as the "Bermuda Triangle of Investor Behaviour". There are three core influences on investor ...
12
Oct
2015
Volatility and investor behaviour
Market volatility, which South Africans have been hit with this year, often causes investors to panic and make irrational decisions. Ian Jones explains how crucial the investors ...
29
Sep
2015
The power of effective communication
Coming soon
8
Sep
2015
Why does business structure matter?
Clients will often comment that it is obvious that our fund research should focus on the Investment Team, the Investment Approach and Past Investment Actions. However, they will, at ...
21
Aug
2015
Dealing with the behaviour of the Rand
The volatile nature of the Rand often leaves financial planners trying to pick the best time to invest offshore, however Peter Foster explains why it is more important for financial ...
21
Jun
2015
The Moment of Truth: How Do Fund Ratings Agencies Respond to High Yield Bond Liquidity?
In this article, we suggest that funds that have wide ranging investment choices like strategic bond funds and multi asset income funds may well be sitting on some illiquid high yield ...
29
May
2015
Bonds: Does Team Size Matter?
We think that team size is a factor when it comes to managing bonds. Many fund managers get away with small bond teams, for reasons we do not fully understand. Take the SA Multi-Asset ...
28
May
2015
Why does a client need you rather than a Robo Adviser?
After reading last week's article by Mark Hurley who essentially said that Robo Advisers are not really a threat, you may have been lulled into a sense of comfort about Robo Advisers. ...
22
May
2015
Fear Not The Robo-Advisor
There has been a great deal of hoopla lately in the media about the "Rise of the Robo-Advisor," i.e., low-cost, online wealth management advice providers. Dozens of start-ups (i.e., ...