Tag - Investment strategy

How to avoid buying into hype

When looking at investment opportunities, it isn’t always that easy to separate out the sizzle from the steak. What do Bernie Madoff, Barry Tannenbaum and Sharemax have in common? They started as credible organisations run by known people – people who also knew how to create allure and marketing buzz – SIZZZLE. And they all had an emotional...

Is value investing dead?

By Jan van Niekerk, CIO of RECM Investors and market participants have lately been asking us whether value investing is dead. While we firmly believe that value investing is alive and well and we are as committed to it as ever, we have seen some value investors starting to change their strategies to other approaches that have delivered stronger...

The case for offshore still remains compelling

By Lourens Coetzee, an Investment Professional at Marriott Demanding equity valuations and a subdued outlook for growth in South Africa suggest investors may need to increase their offshore exposure to ensure an acceptable investment outcome. Marriott believes the case for offshore equities remains compelling, as it is possible to purchase some of...

Invest for income

By Simon Pearce, CEO Marriott Asset Management Saving is rather like trying to lose weight: it takes effort and willpower, and is entirely up to you. People often ask me how much of their annual income they should save. I tell them that 30% will see them through those latter years, while leaving a little extra for unexpected expenses. The response...