Tag - investment

African Bank: lessons for investors

The recent collapse of African Bank caught thousands of investors and bank clients off-guard while at least two large asset managers were caught with their pants down, so to speak. Instead of shaking your head at the magnitude of the losses, this is a good time to examine the fallout and extract the lessons that you can learn as an investor...

Investment opportunities in turbulent times

South African investors need to be aware of the difference between risky businesses and risky investments, as often the confusion between these can result in missing out on opportunities within the current market environment. This is according to Piet Viljoen, chairman of value asset manager RECM, who spoke on the topic at a recent RECM...

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...

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 deposit of R10 000. Can I add more money to this investment while I’m still...

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 unexpected events is likely to produce a more predictable outcome, to the benefit...

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 stock pickers, as there are currently no clear sectoral winners in the market...

Offshore asset allocation

“I want to invest offshore and I’m considering Allan Gray’s Orbis Funds. Should I go for full equity, a medium equity or for 0% equity exposure?” writes Vaneshen Maya replies: In terms of offshore, the investment guru’s all believe that equities is the place to be as there is virtually no return from other asset classes like cash and...