Optima Brokers

Specialist Financial Planning

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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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.

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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.

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Long Term Investing

Mar 22, 2016

Mirage on the horizon or pot of gold at the end of the rainbow?

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The Folly of Backing Last Year's Winner

Mar 15, 2016

One of the most destructive behavioural traits of investors is to constantly make investment decisions by looking at recent past performance....

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