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...
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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...
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...
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...
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...
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...
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...
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...
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...
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...
Previous Articles
Which investment option is best for you?
Beata Carstens, a certified financial planner from Veritas Wealth, explains that deciding on the best vehicle for your hard-earned money ultimately depends on your investment goals. There is such a plethora of investment options available on the market these days that...
The risks of risk profiling
How effective are current risk profiling techniques? Do they achieve their aim (to determine a suitable investment strategy) or are they being undertaken simply to tick the boxes in terms of compliance? Patrick Barker, Private Client Portfolio Manager at Cannon Asset...
Is value investing in trouble?
Razeen Dinath, senior analyst at Momentum Asset Management, looks at whether value investing is a good investment strategy at the moment, given market conditions. Value investing has not worked well over the last five years. This is a long period of underperformance...
Understanding sources of investment return using heat maps
Andrew Newell, Head of Business Development at Cannon Asset Managers, explains the importance of understanding the source of investment returns and gives pointers on where to look in the future. Most investors want not only high equity returns, but returns that are...
The greatest possible pitfalls in investment planning
Patrick Barker, Private Client Portfolio Manager at Cannon Asset Managers, identifies what he believes may be the biggest hindering factors in investment planning. Investors need to think in terms of taking responsibility for their investments, rather than being...
Why the JSE is ignoring the potential recession
I had a very interesting conversation with Paul Hansen, director of retail investing at Stanlib, about the apparent disconnect between the JSE and the economy. While we are being warned by economists about a possible economic recession, the JSE All Share Index...
Can the market darlings meet the growth priced into them?
Victor von Reiche, Senior Investment Analyst at Cannon Asset Managers, looks at the chances of the JSE high fliers actually delivering on expectations. Cannon Asset Managers has long contended that, while the local equity market is on the expensive side, the pricing...
Is it time to sell and go away?
by Dave Mohr, Chief Investment Strategist for Old Mutual Wealth Over the next few weeks, investors are likely to hear the old saying “sell in May and go away,” particularly since global markets have rallied so strongly over the past year (more so the past five years)....
Don’t focus on macroeconomic indicators
Macroeconomic indicators have far less impact on investment returns than many investors think. If you focus on the future direction of economic variables, you risk losing sight of the most important predictor of investment returns: the price you pay for the asset in...
Be wary of investment seminars
Sebobe was invited by consultants working for the London School of Investment to attend a presentation about investing in the JSE. They are selling their software for between R14 900 and R19 500 and claim that after their training presentation he will be equipped to...