Economy

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 point out or describe a variety of terms or market movements. But there is one saying that regularly makes its appearance in the investment world: “High risk, high reward.” Without wanting to offend thrill seekers, […]

Economy

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 did we win the final against England, we just about destroyed them in dominating fashion. What makes this achievement even greater, is the fact that in March last year (2018), there was absolutely no excitement […]

Economy

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 a road trip through the Klein Karoo. Aside from being one of the most breathtakingly beautiful places on earth, it is also known for some of the world’s most beautiful mountain ranges. We spent the […]

Financial Planning

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 ago. “Don’t bet on last year’s star performers” was right there in the title in September after all, and I pointed out that betting on last year’s winning shares may not always be the best […]

Economy

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 man climbing up the side of some building to rescue a child that’s hanging by a nail. No, I’m talking about comic book characters that usually find themselves on the big screen in a wonderfully […]

Economy

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 out, however, that motorsports have become boring in recent years, mainly because the previous week’s winners (usually Lewis Hamilton or Marc Márquez) typically end up winning the following week’s race as well. To date, between […]

Markets & Equities

The correlation between shares and interest rates

I have referred to the correlation, or lack thereof, between quite a few ratios and investments in my past writings. But much like Australian Cricket players and sandpaper, when we take a closer look at the relationship between our stock market and interest rate cycles, you will see that these two do in fact go […]