CATEGORIES

For Now, Betting On Market Risk Has Paid Off

The question now is how the Fed’s new stance on inflation will affect investors.

Household Resilience Is Tied To The House - 2

The key success of the national housing programme is undermined by the title deeds backlog.

Household Resilience Is Tied To The House

The key success of the national housing programme is undermined by the title deeds backlog.

The Opportunity Cost Of Buying Your First Property

It is true that for most people, rent is one of the biggest monthly expenses. Should that money rather be used to purchase property instead of ‘paying someone else’s bond’?

Moral Precepts For Fund Management And The Property Sector

Breaking out of old-order prescripts for pension funds is imperative if we want to change its real-asset landscape.

WHERE ASSET MANAGERS ARE SEEKING RETURNS

Offshore investments and money markets have been flooded as SA’s economic malaise continues. Looking for higher returns leaves fund managers between Scylla and Charybdis – is the risk worth the uncertain returns, or should capital be parked at low yields for now? Brendan Peacock looks at how SA’s investment gurus are approaching the Covid-19 fallout.

Sprouts of recovery

Company analysts expect the FTSE/JSE All Share Index to gain substantially over the next year at current valuations. It’s time to start looking for the blossoms, albeit cautiously.

Game repositions for the win

The Massmart subsidiary’s vice president, Andrew Stein, explains the turnaround strategy for this decades-old brand.

A platinum renaissance?

Platinum’s price has slowly been rising, with some suggesting it may start tracking that of gold more closely. Others caution that investors should maintain a measured, long-term view on platinum group metals.

Getting Fed-Up With An Unruly Neighbour

The economic hardships in Zimbabwe are stoking domestic problems. Zanu-PF might have crossed a line with Pretoria.

Quality Bargains Up For Grabs

The lockdown has given investors the opportunity to buy some great companies at great prices, writes Simon Brown.

Post-Covid Financial Spring-Cleaning

Many South Africans’ financial affairs are under far more strain than a year ago. Experts provide some tips on how to manage those big expenses in the wake of the lockdown’s severe impact on household incomes.

Prediction Risk And Management

Do we know what will happen in the future? And if we did know, would it change our investment behaviour?

Can SA Survive The Callous Curse Of Curruption?

A growing body of research warns that South Africa is on the verge of becoming dysfunctional, but there are glimmers of hope as the government finally starts shifting into a higher gear.

A TRIPLE WHAMMY: HOW A PRE-COVID ECONOMY, PROHIBITION AND LOCKDOWN LOGISTICS HAVE SUCKED AN INDUSTRY DRY

The alcoholic beverages industry lost R25bn due to the government’s cumulative 14-week ban on alcohol sales. Thousands of businesses, suppliers and producers’ financial futures are at stake. How could the government get it so wrong?

The Joys And Benefits Of Offshore Investing

The quality of management and destinations of investments remain key for fund performance.

Tracking A Formidable Market Operator

Bruce Ackerman has a wealth of experience in global asset management and is one of the industry’s most successful. He manages the Sasfin Global Equity Fund and sees strong economic recovery next year.

Have You Looked At The Heady Hundred?

As a contrarian investor, Allan Gray’s offshore partner, Orbis, prefers to invest in businesses that are overlooked or hated, rather than in ‘exciting’ businesses whose prices are racing ahead of fundamentals. John Christy from Orbis discusses.

The War For Investment Talent – A Game Changer In SA

The ability to attract and retain talented investment professionals will be a real competitive advantage.

Sin Taxes: The Devil Is In The Detail

Suggestions that higher sin taxes will create a less sinful society may be well-intentioned, but can easily lead to worse outcomes, not better.

Let's Talk About Bubbles

This time, however, it might be different.

Be Careful What You Wish For

When it comes to managing risk, investors need to manage their expectations. Be realistic about the outcome you expect from an investment, and understand the consequences of this outcome not materialising.

Is This Really ‘The One?'

In a bid to free up interior and boot space, BMW makes the big shift to front-wheel-drive for its new BMW 1 Series. But can this new front-wheel-drive model pip its rear-wheel-drive predecessor?

The danger of price bias

Rather than just looking at a company’s historical share price, also consider the fundamental factors that will potentially drive its future profits.

The carry trade loses its lustre

The fundamentals that supported South Africa’s benign status as a carry trade destination have weakened.

Growing SA's informal market

Zande Africa’s innovative informal market solutions bring efficiencies to spaza shops.

A shot at Las Vegas

One of the world’s largest casino operators may benefit from a post-Covid-19 boom in Asian gambling demand.

Millions Of Jobs To Be Gained

As the world turns to advanced technology – accelerated by the coronavirus pandemic – South Africa needs to sort out its digital policy issues or risk being left outside a new world order.

Computing In The Long Term

An investment in the technology giant IBM could teach investors a lesson in patience.

Capitalising On E-Commerce

Industrial property is benefitting from declining in-store retailing and the huge growth in data consumption.