Optima Brokers

Specialist Financial Planning

Category: Articles of interest


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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