“I have R100 000 I want to invest. The only debt I have is vehicles and school fees. Where should I invest my money?” writes Simon. Maya replies: Where to invest depends on your personal circumstances and it is always a good idea to get good...
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Investing in residential property: is now the time?
Investing in residential property has fallen out of favour over the last few years. In 2003 around 25% of property purchases were for investment purposes; that figure has fallen to 8%, according to the FNB Property Barometer. These figures are...
South African bonds not presenting value at current prices
Although South African government bonds are less expensive than they were a few months ago, they remain overpriced and continue to offer little value to investors. This is according to value-based asset manager, RECM, which says that despite the...
US government shutdown: what it means for South Africans
Santhiran Naidoo,investment analyst at Glacier by Sanlam, explains what the possible US government shutdown is all about, and takes a look at how the current uncertainty in the US may affect us here in South Africa. For the past few weeks we have...
Three cheers for an extended Gautrain
Geoff Blount, CEO of Cannon Asset Managers, takes an early look at investment opportunities that are likely to arise from the extension to the Gautrain network. Unlike the scepticism that met the announcement of the initial 80 kilometres of the...
Opportunities for observant, adaptable investors
The South African market is in a "Perfect Break" situation at the moment, according to market analysts Craig Aitchison and Trevor Abromowitz. During the last 10 years, we have often heard the phrase, “the Perfect Storm” applied to periods when both...
Select South African shares starting to look attractive
Wilhelm Hertzog, portfolio manager at asset management company RECM, looks at some South African shares that offer good value at the moment. For the first time in a few years, the South African market is offering up some exciting opportunities to...
What are the implications of China’s slowdown for South African investors?
David Leslie, MD of Belmont Asset Management in Cape Town, takes a look out how the slowdown of China's economy could affect investors in South Africa. China enjoyed average growth rates of in excess of 10% for the first eight years of the...
Advice on the best three-year investment
“I have R20 000 that I plan to invest for a two- to three-year period. I am considering the Coronation Capital Plus fund and will add a monthly debit order of R700 into the fund. Is this an appropriate investment strategy considering the time...
Women and money
When it comes to investing and financial planning, women have a unique set of circumstances and issues, such as longevity and maternity leave, which they need to take into account. Living longer on less In May this year, Statistics SA revealed that...
Previous Articles
Recent JSE performance down to three stocks
Geoff Blount, CEO of Cannon Asset Managers, examines the recent performance of the JSE, and notes that much of the performance is due to just three stocks. We recently pointed out that, since January last year, the JSE has risen a superlative 38.7% to a near all-time...
African markets should continue to outperform
Although they have valuation levels similar to their counterparts in South Africa and the developed world, African markets offer superior prospects for growth, though it would be unreasonable to expect 50% a year going forward. Johan Steyn, Portfolio Manager at...
What is driving the JSE up despite a sluggish economy?
Geoff Blount, CEO of Cannon Asset Managers, sifts through the JSE trends and the drivers of its positive recent performance. Last year, the JSE rallied 34% over the last year and a half, and the market continues to hit new highs this year. This is at severe odds with...
The lost art of investing
Matthew de Wet, Head of Investments at Nedgroup Investments, argues that successful investing is more art than pure science. Many investors today apply a ‘value’ approach to investing. Typically, this approach involves detailed analysis of companies in order to...
Simple investment philosophy for long-term growth
Marriott, the Income Specialists, remind us that an investment philosophy for long-term growth is what we should all be focusing on. In the first half of 2013, investors experienced a stark reminder that adopting a short-term focus can lead to tears: a global sell-off...
So you think the rand can only get weaker?
Andrew Newell, Head of Business Development at Cannon Asset Managers, looks at reasons why the rand may surprise on the upside. After the recent sharp fall of the rand against the dollar and other developed-market currencies, our clients are asking us if the rand is a...
A Once-in-a-Generation European Opportunity?
Cindy Sweeting, Director of Portfolio Management at Templeton Global Equity Group, espouses the investment philosophy of “buying pessimism”. Volatile markets make for an interesting sort of litmus test of investor mettle. It’s easy to parrot quotes like the late Sir...
The best-performing unit trust funds
With hundreds of unit trust funds to choose from, you may be at a loss as to how to decide which fund to invest your money in. The quarterly PlexCrown Fund Ratings highlights those funds that showed the best performance and also ranks the fund managers based on...
Five mistakes even savvy investors make
Nic Andrew, Head of Nedgroup Investments, discusses the behavioural aspects of investing, and highlights five behaviours that can hamper an investor's rational decision-making. “The most important quality for an investor is temperament, not intellect. You need a...
BBBEE shares: What’s hot and what’s not
Craig Graddige of Gradidge Mahura Investments takes a look at some of the more popular broad based black economic empowerment (BBBEE) shares that black investors are now able to purchase in the secondary market. Sasol Inzalo: Not (yet) There is a common misconception...