Tag - Stock market

The four myths of market volatility

By Carl Roothman, chief executive of retail business at Sanlam Investments Nassim Taleb, renowned author and fierce critic of all who take comfort in statistics, once chose the snappy title of We Don’t Quite Know What We are Talking About When We Talk About Volatility for one of his papers. Even if you haven’t read this particular Taleb...

The JSE: mind the gap

The JSE continues to trade at record levels alongside a depressed South African economy. David Leslie, a director of Belmont Asset Management, explains the logic behind this apparent contradiction. It’s no secret that the South African economy is on shaky ground owing to deep-seated structural problems. In contrast, the JSE continues to trade at...

Japan remains compelling global investment

Urvesh Desai, Portfolio Manager and Strategist for Old Mutual Investment Group’s MacroSolutions boutique, outlines why he believes Japan is still a very positive investment story. By reducing investment exposure to Japan based purely on two quarters of negative GDP growth, investors stand to lose far more in missed long-term opportunities...