Be a Better Investor

Trump: A loose cannon but the equity markets love him Segment 01

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SA assets, equities are starting to look interesting again and SA government bonds I’d venture are an interesting place to go: Adrian Saville.

15 Jan 2017 20 min

The impact of Brexit and Trump on the markets Segment 01

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We’re...just taking a step back and looking at underlying valuations and fundamentals of asset classes and companies - even more so than worrying about Trump or Brexit: Philipp Wörz, Portfolio Manager at PSG

4 Dec 2016 16 min

We’re looking for 12% to 14% three-year returns from here Segment 01

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From a growth perspective, it seems we’re now into an upward-trending business cycle, which would be quite positive for equities going forward: Shoaib Vayej of Afena Capital.

21 Nov 2016 13 min

Asset allocation is critical in our current economic climate Segment 01

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Grant shares his approach to asset allocation.

2 Nov 2016 18 min

Contrarian investing in South Africa Segment 01

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RECM likes to buy assets cheaply and assets only really get cheap when sentiment turns negative.

31 Oct 2016 14 min

Asset managers’ Naspers conundrum Segment 01

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There’s a lot more interest in underlying companies in the market: Delphine Govender – co-owner and CIO, Perpetua Investment Managers.

18 Oct 2016 17 min

The SA market is not that bad, compared with global trends Segment 01

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‘You have to diversify your assets, regardless of what’s going on in this country’ – John Harman – Rosebank Wealth Group

12 Sep 2016 14 min

‘Index investors will under-perform for quite a while’ — Kokkie Kooyman Segment 01

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What we’re trying to do - and this is what most investors should be doing when your environment is as uncertain as it is now - is buy quality.

6 Sep 2016 17 min

Should business and politics mix? Segment 01

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One of the key issues you don’t want in any economy is collusion between business and government – Joseph Busha, MD of JM Busha Investments.

26 Aug 2016 17 min

QE’s driven more money into SA and its bond market, in search of yields Segment 01

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Truffle fund manager and a part owner Jonathan du Toit: the interest rate hiking cycle is done. We may get an interest rate cut in the middle of next year or maybe earlier.

21 Aug 2016 21 min

Market suffers on rand strength Segment 01

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David Shapiro on BAT, Anglo, Billiton, Richemont, Steinhoff, CapCo, Mediclinic, bond yields, Aveng, strikes and the rand.

10 Aug 2016 7 min

We are living in an extremely interesting and volatile times Segment 01

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RECM avoids forecasting at all times and being able to forecast or think they are able to forecast gives one a false sense of security – Piet Viljoen – chairman, RECM.

25 Jul 2016 17 min

Piet Viljoen sees value in industrials Segment 01

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RECM avoids forecasting at all times and being able to forecast or think they are able to forecast gives one a false sense of security – Piet Viljoen – chairman, RECM.

25 Jul 2016 17 min

There is no such thing as a monopoly on alpha Segment 01

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Adrian Saville, chief strategist at Citadel, shares his insights on how the current economic environment feeds a contrarian strategy.

18 Jul 2016 22 min

In uncertain times, stick to your investment process Segment 01

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Tshepo Modiba of Seriti Asset Management calls for calm in the face of the storm. Plus, offshore stocks Seriti is keen on.

12 Jul 2016 15 min

Market volatility and uncertainty call for extraordinary investment processes Segment 01

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How will volatility and uncertainty in the market since Brexit affect investor’s and how uncertain do the end implications of Brexit seem at the moment. - Tshepo Modiba - CIO, Seriti Asset Management

12 Jul 2016 15 min

Where PSG sees domestic, offshore investment opportunities Segment 01

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‘We have built a position in bonds over the last eight months.’ – Paul Bosman, portfolio manager at PSG Asset Management

5 Jul 2016 23 min

Brexit means buying opportunities Segment 01

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'But you’ve got to have the risk appetite and timeframe to endure short-term volatility' Nadir Thokan – investment strategist – 27four Investment Managers.

28 Jun 2016 22 min

How do you invest in such a volatile environment? Segment 01

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"We look at shares from a bottom-up perspective and try not to forecast the rand too much because it creates havoc in the fund." - Feroz Basa.

13 Jun 2016 17 min

JSE wants more retail investors Segment 01

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SA is going to remain a very interesting market - Donna Oosthuyse, director of capital markets at the JSE.

30 May 2016 22 min