Disappointing markets call for a cool head
May 22, 2018
Most investors have been disappointed with returns over the past three years. For example, multi-asset portfolios have struggled, with the average SA Multi-Asset High Equity unit trust posting 3.4% per annum over the three years ended March 2018.
Why cash can be the riskiest asset of all
May 09, 2018
Every investor would have heard of equity and listed property referred to as ‘risk assets’. They would also have seen a graph which shows the relative risk of different asset classes, with cash at the bottom as the ‘lowest risk’ and equity at the top as ‘highest risk’. Intuitively, this also makes sense.
The latest on Steinhoff
Dec 08, 2017
The recent significant market events related to Steinhoff International Holdings and its subsidiaries have been widely reported in the media and we would like to share our views as well as the views of the various asset managers who manage your portfolios.
Table Talk: We discuss "hot" funds and if they should play a role in your investment strategy
Jun 27, 2017
Question: My friend has told me about some hot funds that have been performing really well recently, with double-digit returns. Isn’t it a good idea to include these funds in my portfolio?
Ratings Downgrades and our Equity Positioning
Apr 06, 2017
If the cap fits, wear it – actions come with consequences. Even though President Zuma’s cabinet reshuffle last week effectively made rating downgrades far more of a certainty in our minds, it still came as a surprise when S&P downgraded South Africa’s foreign credit rating by one notch last night to “junk status” (BB+), ahead of their scheduled June review.