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…)
Tag Archivesequities
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…)
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 […]
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…)
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…)
Investing in turbulent times
South African investors often make the mistake of thinking that day to day movement in the rand or local bonds and equities are a function of domestic economic and political developments. (more…)
4AX becomes SA’s second licenced stock exchange
4 Africa Exchange (4AX) is pleased to announce it has been granted an exchange licence by the Financial Services Board (FSB) to become the next licenced exchange in South Africa – catering for companies who seek a listings alternative. (more…)
Don’t bet against equities
Market volatility and rising interest rates have spooked investors into allocating too great a weighting to their cash holdings, says Adriaan Pask, Chief Investment Officer, PSG Wealth. (more…)
