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JSE Equity Market achieves new trading record

30 April 2015

The Johannesburg Stock Exchange continues to beat its record highs after recording 1, 025 million trades on the Equity Market this Tuesday. The new record is well above the previous all-time high of 1,018 million shares, which was last recorded in July 1999 on the listing day of Old Mutual Plc.

SA banking sector still has value to offer

15 April 2015

After an extended period of good performance, with gains of around 24 percent in 2014 alone, it is understandable that some investors may be questioning whether South African banks still have any value to offer their portfolios in the coming months. According to Neelash Hansjee, Banking Sector Analyst for Old Mutual Equities, banking continues to be one of the more attractive sectors in the South African equities market.

Small-cap equity a playground for boutiques

26 March 2015

The ability to generate alpha (returns in excess of the market) is a function of many factors, not least of which is the requirement to construct a portfolio that differs from the index. To generate alpha, a portfolio must contain active positions, away from the index, in shares, which together deliver index-beating returns. Logically, as one would expect, the bigger the portfolio’s active positions, the bigger the alpha potential of the portfolio compared with the index.