Economy

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 the facts. The ridiculous rush to collect as much toilet paper as possible when things started to get to boiling point in March is a typical example. Before then, toilet paper was just another item […]

Equity reports

Get to know your offshore companies: ALLIANZ (ETR: ALV)

Allianz recently reported its financial results for the first quarter of 2020. The group reported an increase of 5.7% in total revenue to €42.6 billion (1Q2019: €40.3 billion). Operating profit was down by 22.2% to €2.3 billion (1Q2019: €3 billion). The  Asset Management segment reported an increase in operating profit of 18.6% to €679 million […]

Markets & Equities

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 of what to remember and what not. As a young man, I fell in love with the Alfa GT Junior sportscar. To me, there was no car more beautiful than that little red monster. It […]

Equity reports

Get to know your offshore companies: CATERPILLAR INC. (NYSE: CAT)

Caterpillar Inc. recently released its first-quarter 2020 financial earnings. Sales and Revenue decreased by 21% to $10.6 billion (1Q2019: $15.5 billion), and profit per share was down by 39% to $1.98 (1Q2019: $3.25). The company reported a 36% decline in its operating profit to $1.4 billion (1Q2019: $2.2 billion), which resulted in an operating profit […]

Financial Planning

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 heavyweight boxing champion by defeating Sonny Liston. Two years later, Ali made headlines again, but this time for his refusal to take part in compulsory military duty, mainly due to his religious beliefs and also […]

Economy

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 growth, and the MSCI All Country World Index with a whopping 27% growth in US dollar-terms, general consensus forecasts for 2020 were definitely optimistic in nature. Sobering were the events that followed when our local […]

Equity reports

Get to know your offshore companies: MICROSOFT CORPORATION (NASDAQ: MSFT)

Microsoft Corporation develops, licenses, and supports a range of software products, services and devices. recently released its financial results for the second quarter ended 31 December 2019. Gross margins for the period improved by 22% to $24.5 billion (2Q2019: $20 billion), and net income grew by 38% to $11.6 billion (2Q2019: $8.4 billion). Total revenue […]

Markets & Equities

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 an excuse, but as motivation – the motivation not to focus so much on current circumstances, but rather on the opportunities that tomorrow may bring. Famous sports stars like Mohammed Ali (boxing), Nikki Lauda (Formula […]