David Leslie, MD of Belmont Asset Management in Cape Town, explains that investors should take the inflationary environment into account when they evaluate the growth rates of their portfolios. It is sometimes a good idea to reiterate certain core...
Steven Nathan, CEO of 10X Investments, warns investors not to be influenced by short-term market performance. Every year, legendary investor Warren Buffett's annual letter to shareholders offers valuable investment advice. In his most recent...
With technology companies much in the news recently, RECM’s Paul Whitburn says valuing companies such as Facebook involves more questions than the asset manager is comfortable with. While Facebook’s share price continues to run, RECM prefers to...
Jeremy Gardiner, director at Investec Asset Management argues that most of the economic pain we are feeling in South Africa at the moment is being felt more or less similarly across all emerging markets. My brother has just returned to South Africa...
Geoff Blount, CEO of Cannon Asset Managers, examines whether investment style is relevant in South Africa, how it has played out in recent years and what the implications are for investors. An increasing and common refrain we hear from consultants...
Patrick Barker, Private Client Portfolio Manager at Cannon Asset Managers, looks at key factors to consider when selecting an investment manager. Dealing with other people’s money carries a fiduciary duty and responsibility. When making decisions...
by Mike Brown, Managing Director, etfSA.co.za Warren Buffett, the world’s most famous investor, made the following observation in his letter to Berkshire Hathaway shareholders in February this year. In his instruction to the Trustee of the Warren...
Given the recent market events, such as the weakening rand, it is becoming even more vital for investors to understand that their investment portfolios are not only influenced by market movements, but also by their own actions. This is according to...
By Alwyn van der Merwe, Director of investments, Sanlam Private Investments With global equities down by 3.7% in January and local equities losing 2.4% of their value, it almost feels like an own goal or an intercept try was scored in the opening...
Lara Warburton of Imara Asset Management warns of the dangers for investors of paying too much attention to the news. Do you want to avoid making bad investment decisions? If you do, a good start is to avoid too much bad news on TV; especially now...
South African investors need to be aware of the difference between risky businesses and risky investments, as often the confusion between these can result in missing out on opportunities within the current market environment. This is according to Piet Viljoen,...
In the face of volatile global equity markets and structural economic challenges, there is much debate around what investors can expect going forward. At times like these, it is worth remembering that investment has always been about taking risk in the face of...
Many South Africans will look to invest in a retirement annuity (RA) before the end of February, which represents the close of the country's tax year, in order to take advantage of the tax break. However, according to Steven Nathan, Chief Executive Officer of 10X...
Geoff Blount, CEO of Cannon Asset Managers, looks deeper into the performance of the JSE in 2013. How do you explain to your children that, in spite of an overall drop in earnings per share on the JSE of 6.4% in 2013, prices rose by 17.8%? This strange...
“You always say that every cent is important so I want to start a savings plan. My pocket money is R400 a month and I want to save R200 to invest for the future. I want to know how I should invest my money,” writes Amogelang who is 22 years old and currently...
Nedbank Private Wealth suggests their stock picks for 2014 for every member of your extended family. The Nedbank Private Wealth Christmas stocking selection of shares for 2013 included some strong performers, but the portfolio’s overall performance was adversely...
We picked the brains of various asset managers and came up with five hot stock picks for 2014. 1. Standard Bank This financial services company boasts a strong management team, renewed focus on returns, the potential of further African interests and a well-provisioned...
Chris Freund, Head of SA Multi-Asset at Investec Asset Management, discusses his investment views for 2014 What are the most important themes that will drive returns in 2014? We believe there are a number of themes that will drive both global returns and also impact...
The Heirs investment club is just in its early stages and it faces the same challenges as all investment clubs. “I have had this vision for some time, after seeing a show on Oprah of ordinary ladies who had become multi-millionaires by investing as a group on the US...
Adrian Saville, CIO of Cannon Asset Managers, offers his thoughts on the investment outlook for 2014. A turning point? Ever since the global financial crisis of 2008 the world’s advanced economies, that led the way into the crisis, have struggled to get back to their...