The saying goes that time flies when you’re having fun. I always thought that this was true, until 2020 came …
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 …
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 …
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 …
The road to success does not always run equally smoothly
It’s a scientific fact that no two people are exactly alike. A few years ago, my family and I took …
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 …
Don’t bet on last year’s star performers
Whether it’s Formula 1’s four wheels or the two wheels in MotoGP, I absolutely love motorsports. Many readers may point …
Saving in offshore investments
We still find ourselves in the month of July, which also happens to be National Savings Month. In my previous …
Just how defensive are defensive stocks right now?
Defensive stocks are predominantly found in industries where companies are mainly focused on delivering cheaper products or services that consumers …
Winners do not always go hand-in-hand
I’m sure that most people are familiar with the saying about something going hand in hand with something else. Let’s …
Is now the right time to sell your shares?
We find ourselves in the sixthmonth of 2019, a year that can definitely be described as a rollercoaster year. Just …
Have realistic growth expectations
“`During my years in this industry, I have met countless investors who simply aim too high with their growth expectations …
Sell in May and go away 2019?
As hard as it is to believe, we find ourselves in May yet again, and every year I remind investors …
Dividends are key
We all have that one thing or event that can take you right back to some of the best times …
The right asset classes for the right reasons
A friend of mine always tells the story of the farmer who bought a few lambs with the intention of …
A look at the South African market in the context of emerging markets.
Bertrand Russel said “Collective fear stimulates herd instinct, and tends to produce ferocity toward those who are not regarded as …
Indices: Don’t compare apples to pears
The French have a saying, “comparer des pommes et des poires,” which means to compare apples to pears. While there …