28
Feb
2021
The Impact of REIT structures on Listed Property Investing
Listed property was the top performing local asset class over a period of 15 years from 2002 through to the end of 2017, outperforming the broader equity market by 5% per year over that ...
31
Jan
2021
The story of GameStop, democratic investing and being caught by the mob
This is a story about what the frenzy of crowds can do when sufficiently organized and have little to lose. In January 2021, GameStop shares soared almost 2500%, or 25x your initial ...
31
Dec
2020
Finding the road to recovery
Who would have thought that 2020 would be a strong year for investors? In the depths of the COVID panic the term ‘depression’ was bandied about by many, a reset of the financial system ...
30
Nov
2020
Antitrust – the ‘Big Tech’ Debate
Over the past decade as we have shifted into the digital economy, technology has become more ingrained in our everyday life and as consumers, we have become more reliant on technology ...
31
Oct
2020
Cautionary Tales of Offshore Investing
South African businesses have a strong history of successfully expanding their operations offshore and becoming well renowned global businesses. This has been done to access growth ...
30
Sep
2020
Failing to Succeed
For many investors keeping track of their portfolios is an anxious pursuit. Markets seem to behave in a non-sensical way at times, with any manner of factors causing anguish. Inflation ...
31
Aug
2020
The K-shaped Recovery
This has been a very clear K-shaped recovery. The biggest and wealthiest have been on a clear path toward recovery. Meanwhile, for most small businesses and those worst off, things have ...
28
Feb
2020
Asset Manager Headwinds
We are at an interesting point in the local asset management industry, with a number of headwinds facing asset managers. For an industry which is well established, there is a ...
31
Jan
2020
Blue Sky Investing
As investors we are trained to be conservative ("there are no free lunches"), to expect less in future ("markets mean revert") and to avoid the hype of the moment ("this time it's ...
31
Dec
2019
How rental property compares as an asset class
Rental property plays an important part in many investors' portfolios, but it is inherently complicated to evaluate the returns and costs relative to other asset classes. This often ...