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Firing Up A Vital Economic Engine
South Africa’s carmakers are finally able to start their engines, but the effects of COVID-19 constraints on operations have caused significant drag for the industry
The QE Path Can Be Much Bumpier This Time Around
US government debt is ballooning and is set to increase exponentially. Measures taken to address this will be felt worldwide.
The Coronavirus-Induced Smell Of Clean Air Could Boost Platinum
The world has experienced marked declines in air pollution during the Covid-19 lockdown. If this consequence isn’t just temporary, platinum should gain.
Finding Balance In Choppy Waters
South Africa’s largest balanced funds are navigating uncertain times while still having to preserve retirement and other savings. Jaco Visser spoke to these funds’ managers about the strategies they are employing to stay the course.
One Thing Corona Won't Kill: Inequality
Historically, wars, revolutions and pandemics have reduced inequality, but new research suggests that Covid-19 is unlikely to be a leveller for South Africa’s deeply unequal society.
How To Navigate The Unknown
Investors simply don’t have the data – or expertise – to traverse the uncertainty of the Covid-19 pandemic and make informed investment decisions. Realising this is the first step to protecting your portfolio.
Simon's stock tips
Founder and director of investment website JustOneLap.com, Simon Brown, is fine week’s resident expert on the stock markets. In this column, he provides insight into recent market developments.
GOING BEYOND THE TRADITIONAL INVESTMENT MATRIX
The market collapse across various asset classes suggests that investors need to contemplate getting exposure to as many different and non-correlated types of risk as they can. From real estate funds and Krugerrands, to currency futures – there are a number of alternatives to consider adding to your portfolio for diversification.
Utilising a technical approach to fundamental investing
Simon Brown explains how his trading days informed his long-term investment portfolio mechanics.
Sport Serves Bigger Goal Than We Think
Nothing quite unites South Africans like sport does. New research suggests that this shared pastime can effect positive change in people’s behaviour towards each other – long after the game is won or lost.
The Financial Advice Model Of The Future
How employer-facilitated advice can boost employees’ financial wellbeing.
Virtual Working Will Be The Only Option For Many Small Businesses
While it’s potentially more cost-effective, there are a number of risks that come with operating virtually.
Better Investment Decisions Should Be Everybody's Beeswax
Sidestepping the market ‘sirens’ on a lifelong journey to financial wellbeing.
To Take Profit Or Not? That's The Question
Investors need to have an exit strategy even before they buy a stock. Sticking to that plan will reduce uncertainties and anxiety.
Beefed Up And More Bang For Your Buck
Toyota’s SA-made new Corolla Quest delivers an appealing and sensible proposition.
Time to hit pause on gold miners
Even as the rand gold price soars, the uncertainties around miners of the yellow metal call for a temporary halt on their shares.
THE RETURN OF OIL - (ALMOST LIKE IN THE RETURN OF THE JEDI)
Oil has been hit hard by the global economic lockdown Trader Petri looks at how the meltdown in the US shale oil industry and a lack of investment in conventional wells are about to launch the price of this commodity.
Lessons from Berkshire's AGM
Simon Brown highlights some of the key takeaways from Berkshire Hathaway’s annual general meeting that he reckons are most suitable for investors at the moment.
Finding scaling solutions for the masses
Focusing on the underserviced portion of the economy needs a robust reimagining.
Change as the times do
A buy-and-hold investment strategy may work for some. But be careful of clinging to this view as it may result in losing out on returns.
Look To Retail Bonds For Cash Flow When Dividends Disappear
It’s likely that many companies will not be paying out ordinary dividends due to the economic fallout of Covid-19. Simon Brown offers advice for investors that need to supplement this income they will be losing.
Diamonds Lose Their Lustre, For Now
At a time when consumers are under lockdown and economic operations are limited to what have been deemed essential, there is no room for luxury. A reality reflected in the current state of the diamond industry.
Should Investors Be Going For Gold?
Amid a global influx of easy cash, and the expected subsequent inflationary fallout, the spot price of gold is set for a rally.
INVESTING OFFSHORE AFTER THE ROUT
The rand cushioned the blow of the global stock market rout for many local investors. Now the question is how stocks and bonds will emerge from the largest sell-off in a generation.
Rising From The Ashes
Why Anglo American is ready to tackle a changing investment climate.
Stronger Tomorrow Than Today
Schalk Louw points out those fiscal and monetary measures that will likely soften the blow to South African consumers as the country navigates the current crisis.
Powering Through Covid-19
As South Africa prepares for the inevitable economic fallout of a 21-day lockdown, David McKay takes a look at how the mining industry will cope with this drastic measure.
The Carnage Of Corona
As South Africa enters a three-week lockdown to curb the spread of Covid-19, government and the private sector are braced for the crippling consequences it will have on our already weak economy. But the measures being put in place can only do so much.
The Advantage Of Permanent Capital
As the global investor panic routed markets, those not beholden to investor flows should refocus on the long term.
Economics In The Time Of Corona
The impact of a global outbreak of disease has been discussed by academics as far back as 2016. But how do we minimise the economic fallout of a global pandemic?