Tag - gold

The resource sector: where to from here?

By Ursula Maritz, CIO at Southern Charter Investors are currently paying close attention to the resource sector, in particular large-cap industrials at high levels of valuations, given the sector’s attractive valuation levels relative to the rest of the market. This has triggered debate as to whether fund managers should add to existing...

Gold is poised for a strong H2 2014

By Scott Winship, portfolio manager, Investec Asset Management In recent months there has been renewed investor interest in gold, with the first half of 2014 seeing the gold price rise by 10%. Investors have also tempered their gold ETF selling year on year. Last year saw global gold ETF holdings decline by 33% as investors priced in tapering of...

SA resource shares looking attractive

Paul Stewart, managing director of Plexus Asset Management looks at the opportunity to invest in resource stocks.  In the current global economic climate, solid growth is a rare phenomenon. And where growth exists, it tends to be more prevalent in emerging-market economies. The accommodative monetary conditions in the developed world should result...

The best way to buy gold

“I have received marketing material from Investcare Amathubagold and I want to know if this is a good investment opportunity,” asks Henry. Investcare Amathubagold describes itself as a Precious Metals provider and offers a Precious Metal Investment Savings Plan (ISP).   Maya replies: I have not heard of this company before but my...