Tag Archivesequities

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‘Very few shining stars in the galaxy of stocks this past year’

As at 30 November 2018, equities, as an asset class, based on the FTSE/JSE All Share Index (Alsi) total return, have returned -12.26% year-to-date. Achieving a negative return is always a bitter pill for investors to swallow; however, after comparing equities to some other asset classes, it becomes more of a bitter brick to swallow. […]

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Anet Ahern, CEO, PSG Asset Management explains why taking a long-term view is key to successful investing

Investment lessons from 2018

Anet Ahern, Chief Executive Officer of PSG Asset Management. As an eventful year winds to a close, it’s a good time to reflect on the investment principles that turbulent markets in 2018 have once again reminded us of. (more…)

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South African investors feeling jaded by investment portfolios

By Director and Senior Portfolio Manager of Morningstar Investment Management, Victoria Reuvers. Feeling slightly jaded or disillusioned by your investment portfolio? You’re not alone. For the best part of five years, investors could be excused for thinking that they’ve been trapped in a Groundhog Day of horrible market conditions. While global markets have rallied, especially in […]

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Is cash king?

By Catherine Robberts, investment specialist at Allan Gray  (more…)

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Nishlen Govender, Portfolio Manager, Citadel

Tencent – not just a dime a dozen

By Nishlen Govender, Portfolio Manager, Citadel. Since Naspers, the JSE’s highest market cap stock, announced in March that is was to reduce its holding in Tencent by 2%, the Chinese tech company has received considerable attention. Notably, Tencent shares have lost a third of their value so far this year. (more…)

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Nkareng Mpobane

SA equity market likely to struggle but bargains emerging

The South African overall equity market has shed more than 20% from its highs at the beginning of the year in dollar terms, a similar sized drop to the ‘Nenegate’ slump of 2015.  (more…)

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Could cash really be a better investment than equities?

By David Crosoer, Executive of Research and Investments at PPS Investments. With the benefit of hindsight, investing in SA cash over the past year (or even three) looks like a relatively sensible decision. At least, that’s the retort many investment professionals are currently facing as they sit in front of their clients. (more…)

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Maarten Ackerman

Determining your appetite for risk

As investors continue to be buffeted by uncertainties in the market, the importance of an appropriate, disciplined and strategic investment strategy is increasingly evident. Emotions are among an investor’s biggest enemies, particularly when faced with challenging and unpredictable events. (more…)

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