James Newell, Director at Stonehage Fleming Investment Management South Africa Having recently enjoyed reading Morgan Housel’s “The Psychology of Money” I was reminded of the crucial role...
Investment / Asset Management
Asset Manager Survey Listed Investments – April 2023
Mark Davids, Managing Director - MOTSWEDI Should I worry about return on capital or return of capital? There are roughly 140 fund managers in South Africa managing a pie of roughly R6...
A Rorschach economy
Izak Odendaal - Old Mutual Wealth Investment Strategist In 1921, a Swiss psychologist named Hermann Rorschach published a test where patients’ responses to ten inkblots were recorded and...
Nine rules of thumb for young investors
Adriaan Pask, Chief Investment Officer at PSG Wealth An early start is at the heart of achieving sufficient financial resources for the lifestyle you desire for yourself and your family. It...
How a focus on valuations helps to drive long-term returns
Anet Ahern, CEO at PSG Asset Management Ask any shopper if they prefer to buy an item at a premium, fair value or a discount, and you’d expect they’d (logically) opt for the discounted price....
Strong offshore diversification boosts portfolio returns
Lynn Bolin, Head of Communications at M&G Investments On the back of the weakness of the rand so far in 2023, offshore investments have offered South African investors excellent...
Opportunities in the chaos
Izak Odendaal - Old Mutual Wealth Investment Strategist “May you live in interesting times,” is supposedly an ancient Chinese curse. Times have certainly been interesting, so perhaps we are...
How securities can help you achieve financial freedom for your family
Wendy Myers, Head of Securities at PSG Wealth In the same way as you think about the physical health and wellbeing of your loved ones, you also need to consider their financial security....
Be greedy when others are fearful
Dr. Francois Stofberg, Senior Economist and Managing Director of Efficient Private Clients Warren Buffett once said that a prudent investor should “be fearful when others are greedy, and...
SA Equity and Multi-Asset: A considered approach to sustainable investing
Ann-Maree Tippoo, Portfolio Manager at Ninety One Over the past decade, we have found that by including a sustainability driver as part of our investment process, we have gained a greater...
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