Optima Brokers

Specialist Financial Planning

Achieving sustainable economic growth requires time

Oct 31, 2018

Several economic indicators in South Africa are in the red, headlined by the record-high fuel price breaching R17 per litre. Many South Africans, particularly in the working class, are asking: “when will this end?

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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.

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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.

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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.

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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?

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