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 ...
30
Nov
2019
Sentiment and free advice, you may as well roll a dice
As humans we are conditioned to fight for survival. As an investor in South Africa, our survival instincts are kicking in right now. But can our instincts lead us astray? This month we ...
31
Oct
2019
The Hardest Problem in Finance
Retirees face the challenge of drawing an income from their investment portfolios that will last for the rest of their lives. A combination of unpredictable markets, sequence of returns ...
31
Jul
2018
Business structures matter in asset management
In a recent article in FT Adviser, Rory Maguire discusses how the business structures of asset management companies drive behaviours and affect client outcomes.
26
Mar
2018
Zuma exit – the end of an error, but is it the dawn of an ethical era?
Cartoonist Zapiro described Jacob Zuma's long awaited exit as President of the country as "the end of an error". But does this mean that in South Africa we can anticipate the dawn of an ...
7
Dec
2017
Enron, KPMG…what can we learn about making ethical choices? (Part Three)
In Part One of this article, we looked at Dan Ariely's work on how we all have the potential to act unethically, no matter how ethical we may think we are. The two key forces that ...
16
Nov
2017
Enron, KPMG… what can we learn about making ethical choices? (Part Two)
In the second part to this series we look at how you can shrink the personal "fudge factor" at work and highlight four key steps that everyone in your business could follow.
30
Oct
2017
Enron, KPMG… what can we learn about making ethical choices? (Part One)
People in business are challenged daily with having to make ethical choices. This two-part article explores firstly why seemingly good people make unethical choices, and secondly, how ...