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...
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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...
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...
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...
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...
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...
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,...
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...
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...
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...
Previous Articles
Sun International on the rise
Sun International’s current market rating doesn’t reflect the good progress management is making in cutting costs and making the business more efficient, according to Jan van Niekerk, CEO of value asset manager RECM. Our investment case for Sun International is based...
Peer-to-peer lending
Peer-to-peer lending is a growing global phenomenon which links borrowers and lenders directly, bypassing banks and their fees. It is a similar concept to crowdsourcing except that instead of a business proposal, a borrower lists needs for a personal loan and...
SABMiller: fermenting into the future
Paolo Senatore, Chief Investment Officer at Ashburton Investments, looks at the prospects for SABMiller. The need to quench a burgeoning city’s thirst during the Johannesburg gold rush in the late 1800s resulted in Charles Glass’s establishment of Castle Brewery...
Investing in the JSE via fractional ownership
A recently launched trading platform, www.easyequities.co.za, allows you to invest in shares via fractional ownership. This means that instead of having to pay the full share price, you are able to invest the money you have available and buy fractions of shares,...
African Bank: lessons for investors
The recent collapse of African Bank caught thousands of investors and bank clients off-guard while at least two large asset managers were caught with their pants down, so to speak. Instead of shaking your head at the magnitude of the losses, this is a good time to...
Gold is poised for a strong H2 2014
By Scott Winship, portfolio manager, Investec Asset Management In recent months there has been renewed investor interest in gold, with the first half of 2014 seeing the gold price rise by 10%. Investors have also tempered their gold ETF selling year on year. Last year...
Become a day-trader with Sanlam iTrade for a month
Ever wanted to trade shares on the JSE, but were too nervous to take that first step? Online trading platform Sanlam iTrade is giving one ‘Wannabee iTrader’ the opportunity to trade shares and contracts for difference (CFDs) for a month – with R10 000 deposited into a...
Predictions for the market
Marriott, the Income Specialists share their view on the various asset classes, both locally and offshore. Over the past five years retired investors have weathered a storm of negative real cash interest rates and historically low property and bond yields globally....
Binary trading made simple
After receiving reader queries about Banc De Binary, a global company that has been advertising on South African websites, we decided to investigate – what exactly are binary options and who are Banc De Binary? Andrew Kinsey, head of Product Design and Educational...
Is the performance of active investment managers getting worse?
By Mike Brown, Managing Director of etfSA.co.za It is a well-known characteristic of most stockmarkets that have relatively high degrees of efficiency, that over time, around 70% of active investment managers fail to beat the performance of a comparable benchmark...