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...
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To invest offshore or not: how do you decide?
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...
Riding out recent volatility
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...
Multi-asset funds: unit trusts that ride the storm
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...
You need a strong stomach for your local assets
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...
Pockets of value appearing for investors in construction sector
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...
End of US quantitative easing programme: what does it mean for us?
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,...
Dividends: the Ninth Wonder of the World?
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...
How a boiler room scam works
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...
How rand movements impact the economy and your portfolio
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...
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Investment scam: If it seems too good to be true, it usually is
A reader alerts us to a new scam “I was making some research on investments and come across the company called Zantech Trading. They say if I invest from R10 000 once off I will get 25% dividend of the capital back for 12 months. In other words I pay R10 000 once off...
Understand income vs growth
Which investment is right for me, asks a reader “I am 27 years old and currently working as a petrol attendant at a garage. I am interested in investing for income purposes. I saw that Old Mutual has an investment scheme called Income For Life which requires a minimum...
Crowd investing: The power of the crowd
If you have a business idea that all your friends say they would invest in, or you have identified a business you want to put your money in, crowd funding could be your platform. Crowdfunding is a growing trend that allows entrepreneurs to connect online with the...
Risky Business: SA Bond market poses more investment risk than you think
With developed-world bond yields currently looking unattractive, emerging market bonds are increasingly more in demand from foreign investors. However investors should be aware that the bond market is not as low risk as it might once have been. This is according to JP...
Test out your stock picking skills
Facebook fans can vote for their favourite stock picks over a nine-month period on The iTrade Fantasy League and have a chance to win a share of the profits generated from the R1-million share portfolio run by Sanlam iTrade using the top stocks selected by Facebook...
Marriott’s stock picks for 2013
Marriott believes that an investment strategy based on a bottom-up selection of companies that will be resilient to unexpected events, is likely to produce a more predictable outcome Selecting shares which generate reliable income streams and which are resilient to...
The top performing unit trusts
Coronation claimed the Raging Bull Award for the best domestic management company of 2012 after relinquishing the title in 2007. The award is based on the most consistent overall risk-adjusted performance of unit trust management companies across asset classes over...
US economy looking brighter
The following economic update by Stanlib economist Kevin Lings shows that the US appears to be turning the corner. This is good news for global growth but unfortunately South Africa remains well behind the curve; latest statistics on our economy are not as heartening....
2013 to be the year of the stock picker
Finding undervalued shares is going to be one of the most challenging aspects for investors to deal with in 2013, according to one local asset manager. Rob Spanjaard, Investment Director at Rezco Asset Management, says 2013 is likely to be characterized as a year for...
Fund managers top stock picks for 2013
Three leading fund management companies share their three top picks for the year Nedbank Private Wealth: Foschini : With 18 store brands in its portfolio, The Foschini Group (TFG) has most malls well covered: homeware, sporting goods, jewellery, and men’s and women’s...