Equities, especially offshore equities, are showing good value and should be the preferred asset class for long term investors. This is the view of Sanlam Private Investments which gave its quarterly briefing in Johannesburg on Wednesday, at which it stressed that global share market valuations are attractive as a result of many leading companies having [...]
Tag Archives | offshore investing
Q & A with John Biccard on gold and international stock picks
John Biccard is a portfolio manager at Investec Assset Management Over the last few weeks equity markets have sold off sharply, with safe-haven assets such as gold enjoying increased demand. To what extent has your portfolio benefited from the rally in gold stocks? Poor global growth prospects, the US credit downgrade and concerns about high [...]
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SA retail stocks overvalued – value in offshore retailers
While local food retailers are fantastic businesses, they do not present an attractive value proposition for investors when compared with their global counterparts. That is the view of Johannes Visser, Senior Analyst at RE:CM, a value based asset manager, who says that the high valuation multiples for companies such as Massmart, Shoprite, Pick [...]
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In a tough environment where should investors be looking?
With inflation expected to rise and interest rates likely to follow suit, a consumer under pressure and an expected downward adjustment of many asset prices, where should an investor turn? Marriott Asset Management provides some perspective on these issues and gives investors some pointers. During 2010, the South African investment environment was characterised by [...]
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Popularity of global investing increases
Enthusiasm for global markets is on the rise. The Franklin Templeton Global Investor Sentiment Survey http://www.franklintempleton.co.za/globalsurvey found that half of respondents plan to invest outside their home country in 2011. Those numbers increase over the long term, with 62 percent of all respondents planning to invest in global markets over the next 10 years. [...]
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Newsletter 24 March 2011: Local vs offshore equities
In today’s newsletter we take a look at equities – local or offshore? A diversified portfolio of a range of investments remains an investment strategy many experts and successful investors advocate – along with time in the market – encompassing both local and offshore investments. What are the considerations to keep in mind when building [...]
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Perspectives on Japan from Franklin Templeton
By Tetsuro Miyachi, CFA®, Head of Investment Management Department, Tokyo, Franklin Templeton Investments – Local Asset Management Firstly, FT Japan would like to express its thanks for all the wishes of support and condolences we have received from many countries since the huge earthquake and tsunami occurred last week. As investors around the globe [...]
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Newsletter 17 March 2011: Earthquake in Japan
In today’s newsletter we share some thoughts on the possible impact of the earthquake and tsunami in Japan. The past week has shown enormous devastation in what was until very recently the world’s second largest economy. The scale of human disaster is massive – and the uncertainty surrounding the affected areas continues. The earthquake has [...]
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The emperor has no clothes and other investment myths
Adrian Saville, CIO of Cannon Asset Managers, lifts the skirt on investment risks that abound and explores some of the opportunities that lie beneath the surface. Since the onset of the global financial crisis, investors seem to have surged from risk loving to risk fearing and back to risk loving. Unlike the Emperor [...]
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Tax Guide 2012
Latest Issue - 30 April 2012
In This Issue:
- Local and offshore ETFs
- Why stock selection is key
- Medical Survey - the cost of healthcare
- New player in life insurance market
Newsletters
Newsletter 17 May 2012: Lump sum versus debit order, 3 essentials for a confident investor
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 [...]
