Category: Leading Views
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?
Long Term Investing
Mar 22, 2016
Mirage on the horizon or pot of gold at the end of the rainbow?
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....
Opportunity Amongst Adversity
Aug 31, 2015
This is then anything but the time to sell and is instead a period of increased opportunity.....
The Greek Saga...
Jun 30, 2015
Grab your popcorn and hold onto your seats folks, because it looks like this movie (already longer than a Tolkien trilogy) might be heading for its grand finale. While our American friends are getting ready to celebrate July 4th, it looks like we may see some fireworks from this side of the Atlantic in the coming few week also, following one of the most over-reported financial sagas in the financial press in the last 6 months (even Janet Yellen’s Facebook count has waned of late).