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 ...
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 ...
31
May
2023
Behavioural biases: Unravelling our irrational investment habits
As South African investors, we find ourselves navigating a complex landscape influenced by a multitude of factors which impact our decision-making process. In this month’s commentary, ...
30
Apr
2023
Look both ways before you cross the BRICS Road
The ongoing shift in economic and political influence from the West, represented by the United States and the G7, to the East, represented by China and the BRICS bloc of nations, has ...
30
Mar
2023
What language do you dream in?
As technology continues to advance at a breakneck pace, we are witnessing the emergence of Artificial Intelligence (AI) in various industries. While this may seem like a positive step ...
28
Feb
2023
Hotel California
Recently, activist hedge funds have taken up residence in Silicon Valley. But in most cases, they’re unlikely to stick around for long. But why have they checked in and what are their ...
31
Jan
2023
What’s in the basket?
The consumer price index (CPI) is a commonly used benchmark to judge the performance of many portfolios and wealth objectives in the financial services industry. This is because it is ...
30
Nov
2022
The Icarus Syndrome
“Exclusive: 30-year-old billionaire Sam Bankman-Fried has been called the next Warren Buffett. His counterintuitive investment strategy will either build him an empire—or end in ...
31
Oct
2022
The Gale of Creative Destruction
We may look back on the year 2022 as the formative period for what drives investment returns over the next decade and longer. While it may feel like a period of wealth destruction, in ...
30
Sep
2022
No Shades of Grey
It is highly likely that South Africa will be “grey listed” by the Financial Action Task Force (FATF) in February next year. In short, there are broad concerns around South Africa’s ...