by admin | Jul 19, 2022 | Uncategorized
Stock selection will be critical given high valuations in some markets, while rising state involvement may limit the attractions of Chinese shares in the near term. Asia ex Japan equities had an eventful 2021. Chinese shares in particular faced a number of headwinds...
by admin | Jul 19, 2022 | Uncategorized
A recent reading of the Quarterly Labour Force Survey from Stats SA (Quarter 2: 2021) made for some interesting reading and pondering on the evolution of the SA consumers over the next 10-20 years. One of the observations which stood out was the approximate 1.5...
by admin | Jul 19, 2022 | Uncategorized
Environmental, social and governance (ESG) investing encompasses many aspects related to allocating capital that were historically (deliberately or subconsciously) overlooked. In some cases, investors often (wrongly) viewed ESG investing as something falling within...
by admin | Jul 19, 2022 | Uncategorized
It’s the start of a new year and you have promised yourself that this year you will be better with your personal administration. How about achieving this goal and getting some “free” money at the same time? It is retirement annuity season, which means that you have...
by admin | Jul 19, 2022 | Uncategorized
The South African listed property sector has had a tumultuous 24 months, from being the worst performing sector in 2020 to one of the top performing sectors in 2021. Credit can be given to management teams who navigated their way through a difficult time by focusing...
