News
A picture is worth a thousand words
The spectacular photos that Paul Choy has captured thus far, as part of his Walk Mauritius journey, truly tell amazing tales of the beautiful contry of Mauritius and its people.
Read MoreA time for patience
When the famous Russian author, Leo Tolstoy, wrote, ‘The two most powerful warriors are patience and time’, he could not have foreseen how perfectly it would sum
up today’s global predicament.
Can investors trust the media?
Investors are swamped with tips in newspapers, on television and online, but are media pundits worth their salt? The media has always fed off individuals’ insatiable appetite to take a punt on the stock market – offering ‘expert’ tips and forecasts in a bid to sell newspapers to investors or direct eyeballs to a television show or website. There is little doubt these forecasts are highly influential.
Read MoreThe winners and losers from Covid-19
Almost every business around the world is affected by Covid-19 in one way or another. While some have been forced to completely close, others have welcomed a tsunami of new customers that had not even heard of their product a matter of weeks before the crisis hit
Read MoreSanlam’s Pinggera: The role of a fund manager in ‘unprecedented times’
Head of multi-strategy at Sanlam Mike Pinggera speaks to Mike Sheen about how the firm’s multi-asset portfolios and Real Assets fund have held up during the ongoing coronavirus pandemic, and how our
working lives might change when the crisis subsides.
INVESTMENT STRATEGY Q1 | 2020
The question of whether the market contraction offers a great entry point into equities depends on one’s view of the economic impact that Covid-19 will have and whether any of that impact will be permanent
Read More6 trends that will define the new decade
An investor’s journey has always been one of facing the unknown in the quest for sufficient reward in return for taking on risk – primarily defined as uncertainty. And increasingly, clarity about the future is becoming rare. As we prepare to enter the next decade we turn to trends that are already visible to understand where our ultimate direction and focus should lie.
Read MoreAn optimistic end to the year 2019
Having spent much of 2019 worrying about the very real possibility of a global recession, investors are heading into the holiday period feeling slightly more relaxed about the outlook for next year. Interest rate cuts by the Federal Reserve, and an easing of monetary policy around the world, appear to have seen off a full-blown recession in favour of a more palatable slowdown in growth.
Read MoreInvestors seduced by equity returns
This time last year it was hard to escape the prospect of a global recession. Twelve months later and we are looking forward to a recovery in global economic growth, thanks to progress in finding a US-China trade compromise, and the likelihood that President Trump will be economically supportive leading up to the presidential election in November.
Read MorePieter Fourie awarded Alpha Manager rating for a second year in a row
Congratulations to Pieter Fourie, Head of Global Equities, for picking up an FE fundinfo Alpha Manager rating for a second year in a row.
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