Tag Archivesinvesting

Patrice Rassou

Patrice Rassou: Is sentiment the new fundamental?

Patrice Rassou, head of equities at Sanlam Investment Management, explains the role that sentiment (fear and greed) plays in market movements. (more…)

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George Cipolloni

Why SA investors shouldn’t fear international markets – or even Trump

South Africa represents only 1% of the world’s market capitalisation, according to the World Bank. Given this statistic, it’s not hard to see why investing offshore has such diversification benefits for South Africans. However, the uncertainty and unknowns of investing in international markets is still too overwhelming for many. George Cipolloni, sub-investment manager of the […]

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Ashburton Investments launches a new property fund

“The fund aims to provide investors with income and capital growth by investing in a range of liquid assets including local real estate investment trusts (REITS), property loan stocks, property collective investment schemes and property developers.” (more…)

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How much is enough to hold offshore?

Representing less than 1% of the global economy and expecting less than 2% growth in GDP per annum over the next two years, the South African economy appears unlikely to offer local investors the chance of decent returns, which remain hindered by socio-political and economic factors.  (more…)

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Global Finance

Is there still value in global equities?

While the appetite for global exposure among South African retail investors is undoubtedly on the upswing – fuelled by a combination of rand weakness and a greater need for diversification – many are concerned that several global asset classes currently appear overvalued. The question then begs, where are the pockets of value in the global […]

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Investing: How to resist the lure of the herd

By Leonard Krüger, Allan Gray portfolio manager. While humans take comfort in mimicking the behaviour of one another – we would rather be wrong in the company of many – when it comes to our finances, moving with the herd does not always produce the best results. (more…)

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Gasant Orrie1_background edited1

Foreign investors more optimistic than locals about SA

Gasant Orrie, Cape Managing Partner and Director of the Corporate and Commercial Practice at Cliffe Dekker Hofmeyr (CDH), says that despite the current economic and political uncertainty, activity levels witnessed by the firm’s mergers and acquisition (M&A) practice remain stable – particularly among foreign investors. (more…)

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Yvette Harris Principal Consultant at Simeka Consultants and Actuaries1

What power do women have over finances?

On average women tend to outlive men by up to seven to ten years, according to the World Health Organisation (WHO); additionally they have longer breaks away from work due to maternity leave and generally earn 15% to 17% less than their male counterparts. All these factors impact a woman’s ability to save effectively for retirement, […]

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