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...
You are Here >
Home > My Investments >
Where should your investment money go?
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...
Fees can erode your retirement annuity value
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...
The enigma of the JSE in 2013
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%?...
Starting a savings plan
“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...
Stock picks for the year ahead
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...
Hot stock picks for 2014
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...
Investment themes for SA equities in 2014
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...
Challenges facing investment clubs
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...
Investment outlook for 2014
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...
Previous Articles
Saxo Bank’s 10 Outrageous Predictions for 2014
Saxo Bank, the online multi-asset trading and investment specialist, has released its annual set of ‘Outrageous Predictions’ for the year ahead. Although the probability of any one of the predictions coming true is low, they are deduced strategically by Saxo Bank...
How to start trading on the JSE
If you want to start trading shares on the Johanneburg Stock Exchange there are many great products to get you started. It is important to understand the risks of investing in shares and that this is not a get-rich-quick scheme. Identify what kind of investor you are...
The case for boutique asset managers
Mark van der Walt, Business Development at Cannon Asset Managers, finds that size really does matter and looks at how investors can take advantage of this. With a rise in the number of boutique asset managers, globally and domestically, investors are faced with the...
Investing in property as a club
Ewald Kellerman, Head of Sales at FNB Home Loans says that investing in property as a club brings with it certain challenges: Change in ownership/members of the rental club may be costly. The bank will hold the members liable for the loan, not the club, so if those...
Why RECM has done a turnaround on mining companies
In 2009, value-based asset manager RECM was very vocal about the fact that mining companies – the market darlings of the time – were both overvalued and over-owned. In addition, it was of the opinion that these companies were poorly managed and their business models...
All About Investment Trusts
David Leslie, MD of Belmont Asset Management in Cape Town, gives the lowdown on investment trusts. I am often asked to explain the allure of investment trusts (ITs). At Belmont, we view the advantages of investing in ITs as significant and have enjoyed much success...
MTN Zakhele: Buy or Sell?
From 25 November 2013, shareholders will be able to trade their MTN Zakhele (MTNZ) shares. Craig Gradidge of Gradidge Mahura Investments looks at the factors to consider when deciding whether to buy or sell these shares. There are many MTNZ shareholders looking at the...
Is the time right to invest offshore?
Geoff Blount, CEO of Cannon Asset Managers, explains the different valuations of South Africa’s super sectors and presents a view on whether the time is right to invest offshore. With the JSE FTSE All Share Index hovering near record levels, investors may be wondering...
Turn your stokvel into an investment club
If you have an existing savings club with a group of friends that you want to take to a new level, creating an investment club to build wealth is a great strategy. Twelve years ago the Ya Rona club transformed itself from an informal savings club, which facilitated a...
How to start a career in stockbroking
Embarking on a career in stockbroking obviously requires a certain level of aptitude and training, but more than that, you need to have bucketloads of passion and determination. We receive many letters from readers asking how they can start a career in the stock...