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%...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
Neil Stuart-Findlay, portfolio manager of the Investec Property Equity Fund, shares his prospects for the listed property sector The listed property market has experienced some volatility over the last two months. Following strong gains of 35% in 2012, the SA Listed...
Geoff Blount, CEO of Cannon Asset Managers, looks at past trends and provides some useful pointers in making the decision whether or not to take assets offshore. Given the rand’s recent wobble, the question most investors are asking again is whether to invest offshore...
The so-called US Federal Reserve “taper tantrum,” fear of a credit crunch in China, and hot spots of unrest dotting the globe contributed to a sense of market panic that swept both stocks and bonds in June. One thing’s for certain: volatility hasn’t taken a vacation....
The rapid turnaround in South African investors’ good fortunes highlights the need to have a longer-term investment plan rather than just reacting to short-term market movements. With the rand plummeting, the JSE down over 4% this month and government bonds shedding...
While a globally diversified fund may be first choice, most South Africans have the majority of their assets in South Africa. Chris Freud, portfolio manager at Investec Asset Management warns against a knee-jerk response by selling off local assets at any price as he...
This article is based on a press release issued by RE:CM The deterioration in the fundamentals of the construction industry, following the downturn in the sector post the World Cup stadia spend and infrastructure boom leading up to that event, has resulted in pockets...
This article is a press release from Rezco, an asset management and investment consulting company. Reports that the US is set to reduce its quantitative easing programme at the end of this year have already sent emerging markets into a tailspin, but investors can...
By Paulo Senatore and Franco Barnard, Ashburton Investments One hundred rand invested in 1995 would be worth R1 400 today, if dividends were reinvested. Where dividends were drawn and not reinvested, the same R100 would be worth only R855. Albert Einstein once said,...
If an overseas broker calls you out of the blue to sell you shares, you don’t need to ask - it is a scam. Two months ago Ross received a call from a trader supposedly working for a Shanghai-based stockbroking firm. Ross was told that he had been identified as a...
by Imraan Jakoet, Investment Analyst at Glacier by Sanlam The recent movement in the rand saw the currency move to multiple-year lows (or highs depending how you look at it) to the US dollar and subsequently rebounded last week. Movements like these don’t only impact...