By Carl Roothman, chief executive of retail business at Sanlam Investments Nassim Taleb, renowned author and fierce critic of all who take comfort in statistics, once chose the snappy title of We Don't Quite Know What We are Talking About When We...
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Fifteen investment tips for 2015
By Duggan Matthews, Investment Professional, Marriott Asset Management Invest for income and let the capital take care of itself. The value of a business is based on the income or earnings it can generate. Only through increasing its income can the...
The JSE: mind the gap
The JSE continues to trade at record levels alongside a depressed South African economy. David Leslie, a director of Belmont Asset Management, explains the logic behind this apparent contradiction. It’s no secret that the South African economy is...
All companies are “average”
Geoff Blount, Managing Director of Cannon Asset Managers, argues that over the long term, company performance tends to be average and is driven more by economics than other factors. As humans, we generally like to think we are above average,...
Money market funds are not completely risk free
The fallout in South African money market funds from the collapse of African Bank is a timely reminder that these investments are not completely risk free. Small capital losses have sparked big runs on money market funds in other markets. Investors...
Be careful of over-diversifying your investments
The mistake many investors make is to try and spread their investments across too many funds due to the fear of missing out on performance. Levy writes: I have saved R190 000 and intend investing R20 000 in the Satrix MSCI World Equity index feeder...
Sanlam Private Wealth’s must-have stocks for 2015
If you managed not to blow your entire December bonus on festive-season shopping and holidays, then you might be looking for some investment opportunities. This list of must-have stocks for the year ahead is a collaborative view from a range of...
Ideas on how to invest your December bonus
Victor von Reiche, Senior Investment Manager at Cannon Asset Managers, suggests some stocking fillers for those who wish to invest wisely over the festive season. The best investment opportunities reside in places where others aren't looking. In...
How does one invest in dividends?
Understand the difference between investing and trading. Sidwell writes: I read your article entitled "Using dividends to earn an income". I'm currently one of the many people who in fact invest for "share prices". Investing in share prices is...
Japan remains compelling global investment
Urvesh Desai, Portfolio Manager and Strategist for Old Mutual Investment Group's MacroSolutions boutique, outlines why he believes Japan is still a very positive investment story. By reducing investment exposure to Japan based purely on two...
Previous Articles
The resource sector: where to from here?
By Ursula Maritz, CIO at Southern Charter Investors are currently paying close attention to the resource sector, in particular large-cap industrials at high levels of valuations, given the sector's attractive valuation levels relative to the rest of the market. This...
Using dividends to earn an income
When it comes to passive income most people think of property, yet a share portfolio can also be used to generate an income – one that is well diversified, tax efficient and does not require any tenant management. When it comes to investing in shares most people focus...
Smart beta under the spotlight
Over the past few years, passive investment funds have burgeoned into a range of styles and types, many of which were not around 20 years ago. The real interest today is in the more sophisticated, but largely misunderstood smart beta funds. What exactly is smart beta?...
What determines the short-term direction of equity markets?
Until very recently, global equity markets have been on a steady upward trajectory. Market indices, from America’s S&P 500 to the local FTSE/JSE All Share Index, reached all-time highs. Correlations between equity markets globally, as well as correlations between...
The “October Effect” in 2014
By Rick Briers-Danks, certified financial planner with Veritas Wealth in Cape Town. For stock markets, October is historically the cruelest month of the year. The crashes of 1929, 1987, 2001 and 2008 all occurred in this unfortunate month, and it looks like 2014 has...
Foreign currency trading 101
Andrew Kinsey explains the basics of foreign currency trading. The foreign exchange market is the largest asset class in the world with some US$6 trillion traded each day. The majority of this trade is conducted by the ten largest banking institutions in the world...
Are loans a good investment?
Last month we wrote about the growing global phenomenon of peer-to-peer social lending, which links borrowers and lenders directly, bypassing banks and their fees. RainFin, which was the first peer-to-peer online lending platform in South Africa, announced recently...
How to find a tenbagger share
By Keith McLachlan, fund manager, AlphaWealth A ‘tenbagger’ is colloquial for a share whose price rises 1000 percent or, in other words, makes you ten times your money. In some ways, it is the Holy Grail of investments. But how do you go about finding a tenbagger?...
Wanted: Low-cost, low-premium, flexible savings solutions
One of my greatest frustrations with the financial industry is the lack of simple, cost effective, flexible savings products for people who want to start saving, but have only R100 to R200 per month to put away. While R200 may not seem like a lot of money, just by...
Low-cost investing with Satrix
Satrix has released a new range of funds which has reduced the cost of investing Since Sanlam bought out Satrix two years ago it has been implementing some interesting changes which have improved the offering to investors wanting to access low-cost passive index...