Archive | Newsletters

In today’s newsletter we look at investing with a lump sum or regular contributions – how do they stack up against each other? We also share three investment tips to cope with uncertainty. Being right about muddle-through hasn’t made investing any easier Most predicted that politically and often economically the year 2012 would be a [...]

We are heading towards many months of elections worldwide. France has just completed their vote, the US is gearing up for November, and many other countries have polls they are heading towards. It is an interesting time – and perhaps an unfortunate time for investors – elections often mean inaction. But companies remain active and [...]

In today’s newsletter we share some thoughts on acquisitions and how they can affect value. Investors need growth – and need to identify what creates and drives that growth; and what does not drive long term sustainable growth. When do acquisitions make sense and what analysis needs to be done? Beware of acquisition-driven earnings growth [...]

In today’s newsletter take a look at some of the results from the Momentum/UNISA Household Financial Wellness Index; and we share some comments on the oil price and emerging markets – are current oil prices a worry and how could the price of oil affect economies and growth. We will be taking a break next [...]

Today we take a look at an investor issue close to many South African investors’ hearts – gold. Is gold a good place for an investment, what drives the gold price, what about gold ETFs – are they the place to be or are gold shares a good option? The gold conundrum By Takura Mahwehwe, [...]

In today’s newsletter we take a look at the question of is the JSE cheap, and we share some thoughts on six common investment ideas. We are early this week – and we wish everyone happy and safe holidays. We also wish all the runners participating in the various Two Oceans Marathon events the best [...]

As we approach the end of the first quarter and the beginning of a few too many public holidays it is an ideal time to take a brief economic tour of the world. How has the first quarter panned out – has there been growth, is the recovery on track, has the risk of recession [...]

In today’s newsletter we feature an article that looks at growth in the world economy. As we move into a high growth east and low growth west phase, what will drive growth in the future, are all emerging countries connected?     Can the Poor Save the World? By Jean-Michel Severino and Olivier Ray   [...]

In today’s newsletter we share some views on the world economy and investing – what factors matter for growth and how do we approach investing; and we look at the implications low and negative real interest rates can have on a portfolio and how to counter this. Six factors that determine growth and four investment [...]