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Simon's stock tips

Founder and director of investment website JustOneLap.com, Simon Brown, is finweek’s resident expert on the stock markets. In this column, he provides insight into recent market developments.

Offshore equities, local bonds and shares set scene for strong returns

South African equities and bonds have been trading at such low valuations that many balanced funds are set for solid future performances.

Crisis Stimulus Finds Nest In Shares

The effects of massive monetary easing happening across the globe is coming home to roost in stock markets, including our own. Be cautious.

Bonds A Solid Choice Amid Uncertainty

Investors can now lock in bond yields at double the rate of cash returns.

Tips For Moving Assets Abroad

There are several factors you need to consider when deciding to invest in foreign instruments.

The Investment We Need To Make Capitalism Work For All

What is capitalism? If defined as access to rapid and reliable information, Johan Fourie sees three reasons to be optimistic and three areas of concern for South Africa.

The Importance Of Financial Mindfulness

This edition of Fund Focus concentrates on the different approaches fund managers are taking to achieve future returns in a challenging environment.

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.

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

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.

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.

Should Investors Join The Rush?

Before making the decision to invest offshore, you need to make sure the move is based on sound reasoning, advises Schalk Louw. This is the first column of his two-part series on the topic.

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.

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.

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.

The Financial Advice Model Of The Future

How employer-facilitated advice can boost employees’ financial wellbeing.

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.

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.

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.

On margin

Stay home!

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.