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…)
Tag Archivesequities
Disciplined investing: five principles to follow
By Jac de Wet, PSG Wealth. Despite our best intentions, many of us focus on the wrong things when it comes to our savings and investments. We tend to focus on the factors we can’t control, typically headline-grabbing things like investment returns and the markets. We barely ever focus on the factors and variables that […]
European equities seen as a catch-up opportunity
By Dylan Ball, head of European Equity Strategies, Templeton Global Equity Group. In our view, the recent softness in European earnings and macro data reflect a mid-cycle slowdown rather than the end of the economic recovery in Europe. (more…)
Time and time again
By Stephen Kelly, Investment Analyst, Maitland A pick-up in equity market volatility, like the one experienced recently, can lead to greater disparity amongst portfolio returns as different investors make different decisions based on the information they see and the emotions they feel. (more…)
You’ve been burnt by the market – now what?
By Jac de Wet, National Head of Sales, PSG Wealth What can you do about a market event, correction or shock after the fact? The best course of action, is to view it as a learning opportunity, and take action to ensure your risk profile, investment strategy and asset allocation have all been determined correctly. […]
Investors take ‘wait and see approach’ in interest bearing portfolios while equities reward resilience
The local Collective Investment Schemes (CIS) industry attracted healthy net inflows of R134.5 billion in 2017, ending the year with assets under management of R2.25 trillion. (more…)
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 […]
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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Money lessons we should be teaching our kids
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The good and bad of proposed tax amendments for cryptocurrencies
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Mergers & acquisitions activity declines in SA in first half of 2018
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Protection of Investment Act may deter foreign investment even further
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The folly of fixating on three-year numbers
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Money lessons we should be teaching our kids
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Old Mutual Limited expected to list on the JSE on 26 June 2018
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Ashburton Investments partners with Fidelity International to enhance offshore multi asset range
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What really goes into calculating your insurance premium
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Health insurance disappears for South Africans: FMF
