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Novare bearish on the outlook for domestic equities

06 November 2013

Equity market investment returns over the past year have been strong, but the outlook for the coming 12 months is for much more muted returns and investors will struggle to outperform inflation.

Listed property sector outpaces equities, bonds during September

03 October 2013

Despite a weaker Rand and higher long-bond yields, South Africa’s listed property sector registered a gain of 1.4% during the week ended 27 September 2013. For September as a whole, the sector is up 7.5%, comfortably outpacing both the South African equity (+5.8%) and bond (+3.4%) markets.

The Fear Factor in US Equities

03 July 2013

Fear is a powerful motivator. Whether it’s a saber-toothed tiger or investment risks, it’s hard to stay calm when confronted with a perceived threat. Fear of a 2008 – 2009 downturn repeat, even in spite of strong performance in the US equity market in the

Are we there yet? It could be time to switch to cyclicals

01 July 2013

Resource equities come with some degree of earnings uncertainty, a situation that is likely to persist in the short term as investors face a capricious world economy and volatility in the sector. A brief and admittedly superficial review of the major wor

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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