Tag Archivesequities

Izak Odendaal

A November to remember

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers. Global equity returns are on track for a strong year. The MSCI All Countries World Index (Acwi), a broad index of developed and emerging market stocks, returned 1.98% in November to end the month at a record high level. With one […]

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Patrice Rassou

15 Minutes with SIM’s Fred and Patrice

According to Morningstar, both the Sanlam Investment Management (SIM) Balanced and the SIM Top Choice Equity Funds have comfortably beaten their peer median over three and five years to 30 September 2017. Fred White, portfolio manager of the SIM Balanced Fund, and Patrice Rassou, at the helm of the SIM Top Choice Equity Fund, were […]

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The FANGs have robust balance sheets

The acronym, FANGs – Facebook, Amazon, Netflix, and Google (now Alphabet) – that refers to just four specific stocks, was popularised by CNBC’s Jim Cramer in early 2013. (more…)

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UBS CIO upgrades South African equities as market nears trough

UBS Wealth Management’s Chief Investment Office (CIO) has upgraded South African stocks from underweight to neutral within its emerging market equity portfolio. CIO believes the market could rally on positive political news, including around the upcoming ANC elections in December. Average equity valuations also look relatively inexpensive. (more…)

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Bull & Bear Econonomic Trends Competing

Five tips for success in a stagnant market

By Grant Meintjes, Head of Securities, PSG Wealth. In some countries, investors have been lucky enough to see stock markets recover fully since the 2008 financial crisis. Some even have the privilege of working with higher trading levels than before the crash. But in other countries, like South Africa for instance, markets have stagnated. (more…)

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The EU referendum: one year on

When the result of the UK’s EU referendum confirmed that the UK had voted to leave, markets were initially weaker. The FTSE 100 index has since rallied by 17%, while the pound has fallen by -14.5%. But what has changed, and what are the prospects for UK investors? A panel of Schroders’ experts offer their […]

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Andriette Theron

Should investors shun equities?

  By Andriette Theron, Senior Investment Analyst at PPS Investments. Despite volatility in equity markets, investors should still guard against trying to time the markets, or getting out of equities at the wrong time. (more…)

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Sizwe Mkhwanazi

More stock picks for 2017

As a tumultuous year winds down, Sanlam Private Wealth analysts look to the year ahead and choose the stocks they expect will offer the most value to investors. In this article, we look at Portfolio Manager Sizwe Mkhwanazi’s stock picks for the year ahead. (more…)

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