For thousands of years the glamour of gold has attracted, captivated and even caused the human race to fight. But …
Investing offshore – what you need to know
If Covid-19 has taught us anything, it’s that many of us have a tendency to act impulsively and without getting …
Buy and hold, or actively manage as times change?
I have always been fascinated by the concept of human perception, especially when it comes to the selective decision-making process …
What to do in times of misfortune
In 1964, a 22-year old Muhammad Ali (known then as Cassius Clay) shocked the world when he became the world …
The Beta answer to questions about the market
What a year it’s been so far. After the FTSE/JSE All Share Index ended 2019 with more than 12% positive …
The opportunities that tomorrow brings
Some of the greatest success stories all have one thing in common, and that is that hardship isn’t used as …
How high volatility can offer investors good opportunities to buy
As I was writing this, we were just entering the month of March, following a February filled with so much …
Investment opportunities in local banks
In their book, The Enigma of Reason, Hugo Mercier and Dan Sperber writes: “Two major features of the production of …
Are there opportunities hiding in local listed property shares?
I have made reference to the phrase, “swimming upstream” before, and mentioned how it always reminds me of the joke …
Positioning in 2020
For the first January in years, the Western Cape is not facing another day zero to prepare for, and this …
Low volatility does not necessarily mean less growth
Investors who have followed my reports over the years, would know that I like to use well-known sayings to either …
Mid-Caps – Is it time to go big?
With the Rugby World Cup (RWC) behind us, we can proudly say that we are the world champions. Not only …
The S&P500 party is just getting started
We have all been invited to a function, party, wedding or braai that we just didn’t look forward to, only …
When last year’s winners keep up momentum
A few of you might point out that my message this week directly contradicts what I said a few weeks …
The relationship between JSE earnings and SA GDP Growth
We live in an era dominated by superheroes, and when I say this, I’m not referring to the real brave …
Value and growth have caught up with each other
Those of you who follow my reports on a regular basis, will know that I often use the analogy of …
Sometimes doing nothing is the best thing to do
Until fairly recently, my youngest daughter competed in the South African XC mountain bike race series. For those of you …
Is there value hiding in quality shares?
When we talk about the biggest comeback of all times, I’m sure that Tiger Woods will stand out as one …
Sports psychology for investors
In recent years, South African sports enthusiasts have been introduced to a few new sports terms that you won’t necessarily …
The differences between SA Multi-Asset Income Funds and Money Market
If we take a look at the following incorrect statements made by individuals over the years, one thing becomes clear, …