By Mike van der Westhuizen, Portfolio Manager, Citadel, and Nishlen Govender, Investment Analyst, Citadel Recent Bitcoin mania has raised a heated debate as to what the world’s largest cryptocurrency (by market capitalisation) is actually worth....
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Should you be investing in clothing retail stocks?
You may be aware of the clothing retail sector’s golden decade that South Africa has just experienced. However, with consumer confidence in the economy at lows not seen since the 1980s, clothing retail stock prices have tumbled to levels that look...
US tech sector: continued run-up or correction coming?
Since the infamous “dotcom” meltdown nearly two decades ago, people have tended to question any sort of extended run-up in technology-sector stocks. Stephen Dover, executive vice president and head of equities at Franklin Templeton Investments and...
Electric cars and oil prices: should investors be concerned?
By Kevin Murphy, Schroders What is more likely to cause a long-term collapse in oil prices – the electric car or the humble combustion engine? If you were to judge solely by media coverage or perhaps even by gut instinct, you might well answer ‘the...
The big opportunity in European stocks
By Chad Fichardt, an independent finance and technology communications specialist. Over the last few years South African investors have seen the importance of diversifying their portfolios. Money invested on the JSE has hardly grown since the...
A long-term view of the rand
South Africans are all asking where the rand is going ‒ a valid question given that investors wish to preserve and grow their investments in rand and dollar terms. According to William Fraser of Foord Asset Management, this is an attainable...
Don’t neglect your share portfolio
By Geoff Blount, MD, BayHill Capital Half the year has gone, so it’s a perfect time to assess your share portfolio. Many investors who run their own portfolios via their stockbrokers often end up with a “neglected portfolio” or become frustrated...
EasyEquities launches US stocks offering for SA investors
If you’ve always wanted to invest in American stocks and shares, such as Facebook, Google or Apple, then you’re in luck because online stockbroker EasyEquities will soon be offering South Africans the ability to do this via its platform. The...
Is SA really “junk”?
By George Herman, Citadel Director and Chief Investment Officer Bloomberg news agency recently published an article stating that South African bonds were now seemingly “junk” – a word which is loaded with negative sentiments. In turbulent times...
The 10 key themes investors must not ignore in 2017
By Marianna Georgakopoulou, Head of Asset Allocation at Ashburton Investments Global macro indicators are currently strong, with a clear cyclical recovery underway in most regions of the world. In particular, industrial and consumer survey data in...
Previous Articles
Surviving market turmoil
In recent weeks, investors have been on a President Zuma-fuelled rollercoaster ride as market valuations and currencies reacted to the political and economic fallout of the Cabinet reshuffle. Everyone is trying to figure out what this means for the markets, but this...
Why we are not getting ahead
While we are getting our debts under control, we are not investing in wealth-creating assets. The recently released South African Household Wealth Index for the third quarter of 2016 identified some interesting trends around household wealth accumulation. The findings...
Get a managed portfolio for just R100
You really want to invest in the stock market but you don’t have enough money each month to buy expensive shares. Fractional investing is a cheap and easy way to invest at lower costs. After fielding numerous calls from listeners on Gareth Cliff’s CliffCentral show,...
The first and foremost rule of investing: capital preservation
By Sihle Lukhele, Institutional Investor Relationship Manager at Foord Asset Management. Benjamin Graham, the father of value investing, defined an investment operation as “one which, upon thorough analysis, promises safety of principal and an adequate return.”...
A summary of the JSE in 2016
A series of big, usually unexpected, events shaped the financial markets in 2016. Samantha Pauwels, Portfolio Manager at Cannon Asset Managers has put together a summary and analysis highlighting the tumultuous year.
Value vs Growth – are we at an inflection point?
Over the long term, value-styled investing outperforms growth-styled investing. However, for the last seven years, both globally and in South Africa, value investing has underperformed. Dr Andrew Dittberner, CIO at Cannon Asset Managers believes this recent trend has...
Investing Demystified Part 5: Implementing the Investing Demystified portfolio
Lars Kroijer, author of Investing Demystified and a former hedge fund manager, has created a five-video series to explain investing, why you can’t beat the market, and why that fact is important. So if you don’t have the time to read his 200-page book, these videos...
Investing Demystified Part 4: The simple portfolio to suit your risk
Lars Kroijer, author of Investing Demystified and a former hedge fund manager, has created a five-video series to explain investing, why you can’t beat the market, and why that fact is important. So if you don’t have the time to read his 200-page book, these videos...
How the JSE has changed over time
By Geoff Blount, MD, BayHill Capital Looking at the JSE super sectors, it is extremely interesting how their contributions to the JSE Top 40 index have changed over time. In part, this reflects the changing fortunes of the sectors in the South African economy, but...
Investing Demystified Part 3: Only buy cheap world equity index trackers
Lars Kroijer, author of Investing Demystified and a former hedge fund manager, has created a five-video series to explain investing, why you can’t beat the market, and why that fact is important. So if you don’t have the time to read his 200-page book, these videos...