Tag - Cannon Asset Managers

Is investment style relevant in 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 and wealth managers is that the South African market is too small for investment style to be relevant...

Why a weak rand won’t save us

Adrian Saville, CIO of Cannon Asset Managers, explains the fallacy of relying on a weak currency There is prevailing conventional wisdom among labour and certain parts of government and industry that a weak rand will reverse South Africa’s sagging industrial competitiveness, thereby lifting economic growth and redressing our unemployment problem...

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%? This strange situation, as illustrated in Chart 1, masks a great underlying discrepancy in performance...

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 to get back to their pre-crisis performances. Having spent the last five years recovering, we see...

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 age-old question of “does size really matter? ” Research from around the world...

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 whether this is an appropriate time to sell local shares and invest the proceeds...