[TOP STORY] AMCs are ‘kind of like fancy unit trusts, but listed’
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Physical commodities represent a great source of diversification in a traditional portfolio: Nerina Visser – etfSA.
Other recent episodes
[TOP STORY] What really drives returns on the JSE?
‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.
MTN: Is a R6bn share buyback the best use of cash?
Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.
[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future
‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.
Cell C results: Is the value proposition compelling?
Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today’s share price.
[TOP STORY] Preferring active over passive in the current environment?
Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.