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.
Cabinet Purge Ignites Downgrade Decision
Apr 05, 2017
A lot has been said over the past year in the media regarding the possibility of whether South Africa (SA) will be downgraded to “junk status” by the respective rating agencies, namely Moody’s, Standard and Poor’s (S&P) and Fitch.
Long Term Investing
Mar 22, 2016
Mirage on the horizon or pot of gold at the end of the rainbow?