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 […]

Morning Note

Morning Note – 21 September 2018

GET TO KNOW YOUR COMPANIES African Rainbow Minerals (JSE:ARI) African Rainbow Minerals reported their provisional results on the 7th of September 2018. Excluding certain one-off items, headline earnings per share increased by 20%. The group declared a final dividend of 750 cents per share, bringing the cumulative dividend for the year to 1 000 cents […]

Morning Note

Morning Note – 20 July 2018

GET TO KNOW YOUR COMPANIES Brookfield Asset Management Inc (NYSE:BAM) Brookfield is an alternative asset manager company listed on the New York stock exchange. They released an interim report for the first quarter of 2018 ended 31 March 2018. Their revenue increased by 110%, funds from operations increased by 74% and they increased their interim […]

Markets & Equities

Shares and interest rates go hand in hand

So many things in our daily lives go hand in hand, whether its sunshine and summer, tea and biscuits or Hashim Amla and centuries. When we take a closer look at our stock market and interest rates, we will note than even these two go hand in hand. On Thursday 20 July 2017, the SA […]

Markets & Equities

Shares vs. Bonds

I found it quite interesting to see the experts’ performance forecasts for the South African Springbok rugby team for 2017 in that they all agree that this year will be more of the same. Although the general outlook is that we should at least be able to beat Italy this year, it appears as though […]

Economy

Finweek Money Matters: Where does SARB’s rate hike leave the SA economy?

The South African Reserve Bank announced its decision to hike interest rates by 25 basis points recently, and there may be more to come. Alex Smith, Economist at FNB and Schalk Louw, Portfolio Manager at PSG Wealth discuss what this means for the economy and if you should think differently about your investment strategy. finweek […]

Markets & Equities

Shares and Interest Rates go hand in hand

We’ve all heard the saying: “It goes hand in hand.” The easiest way to illustrate its meaning is by referring to examples such as cheese and wine, tea and biscuits, Sonny and Cher, and Bismarck and a disciplinary hearing. When we take a closer look at the equity market and interest rate cycles, it becomes […]