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...
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Investing in South Africa is still a good plan
By Bruce Williamson, Chief Investment Officer at Imara Asset Management South Africa. Bad news around power outages, the rand, public sector shortcomings and the industrial relations climate is drowning out an important message for local investors:...
High fees, poor disclosure plaguing SA investment industry
The recently published Morningstar Global Fund Investor Experience 2015 study, which analyses 25 countries that offer investment funds, highlights high fees, poor disclosure levels and advisers’ lack of fiduciary duty as some of the key issues...
What to consider when investing internationally
By Tracy Muller, Head: Fiduciary at Nedbank Private Wealth Individuals are often driven to invest internationally for the wrong reasons, as emotions override financial acumen. They often only consider investing internationally when the rand starts...
Interpreting REITs
Abrie Joubert, Client Services Specialist at Glacier by Sanlam, looks at the finer details of a real estate investment trust (REIT) and how it affects your finances. What is a REIT? You may have noticed an entry on your investment statements and...
Aggressive investment needed for sufficient retirement outcomes
What levels of real growth are needed for a comfortable retirement outcome? Are retirement funds investing aggressively enough to achieve this? Barend Ritter, Portfolio Manager at Sanlam Investments, takes a stand and makes a case for equities. In...
Finding hidden gems in tough times
Samantha Pauwels, portfolio manager at Cannon Asset Managers, gives investors pointers to finding hidden market gems. It seems like just last month that the oil price slipped to fresh lows and the expected benefit was widely discussed in local...
Caution needed during this ‘risk-on’ party
By Shaun Ruiters, head of Retail Strategy and Solutions at Sanlam Investments. The first quarter of 2015 was once again dominated by strong returns in the equity markets, both locally and globally. Locally the FTSE/JSE All Share Index delivered...
Better to buy to rent or invest in property stocks?
You may spend your holidays thinking about owning coastal property, or maybe you're considering increasing your property portfolio with a number of buy-to-rent assets. Dale Peckover, wealth manager at AlphaWealth considers whether it's a better...
Big corporate salaries don’t make you rich
While many professional women earn impressive salaries and contribute towards corporate pension requirements, Citadel Advisory Partner Kirsten Smit says that it's important to build wealth outside your job. Many women believe they can only become...
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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...
Bull market poised to turn bearish
Insight on dealing with a bear market from award-winning active asset manager Rob Spanjaard, of Rezco Asset Management. The bull market has been going for over six years and investment managers now need to moderate their risk in anticipation of a potential bear market...
Two key ingredients for long-term company survival
Adrian Saville, CIO of Cannon Asset Managers, looks at how companies can overcome a poor business environment. How many JSE companies do you think beat the last downturn? Of the more than 1Â 000 companies surveyed in our research, just a handful of them managed to...
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...
Five steps to sustainably grow your wealth
Middle and upper-class South Africans are earning more than enough to afford comfortable lifestyles, but they need to come to terms with the trade-offs required to ensure that their lifestyles are sustainable well into a long retirement. Andrew Bradley, chief...
Tax-free savings options
Companies have been racing to capitalise on the tax-free savings accounts. We sum up what products have come to market so far. Financial product providers have by and large brought out two types of tax-free savings accounts (TFSAs): a basic bank savings account which...
Investing overseas: capital preservation in uncertain times
By Derry Pickford, Macro Analyst at Ashburton Investments (@AshburtonInvest) Two esteemed US Economics Professors, Maurice Obstfeld and Kenneth Rogoff called it one of the six great puzzles in macroeconomics: "home bias". Why do investors keep so much of their...
BBBEE shares: the good, the bad, and the ugly
Patience is likely to continue to be rewarded, and volatility could open opportunities for those who missed the bus the first time to get onboard, writes Craig Gradidge. 2014 was another interesting year for BBBEE share investors and the year ahead holds the promise...
The impact of lower inflation on investment returns
Dave Mohr, Chief Investment Strategist at Old Mutual Wealth, explains that investors with portfolios that include performance benchmarks that target inflation-linked growth should not be overly concerned about the possibility that their returns will be reduced...
Asset classes: which were the top performers in 2014?
2014 was a risky year for the short-term investor. Some asset classes started out outperforming others in their category but ended up at the bottom of their class. Shaun Ruiters, head of strategy and client solutions at Sanlam Investments Retail Business, takes a look...