Investments / General

Capital allocators are vital in creating an enabling environment for climate change

Climate Progress Dashboard: long-term temperature rise drops again to 3.3°C

Can value continue outperforming growth, or are growth shares moving into “value” territory?

Value shares – those companies that are underappreciated and thus typically undervalued by most investors - managed to hold their own during a volatile start to the year and when the rest of the market was losing ground.

Some of your clients are just begging to pay higher taxes

The buy and sell decisions made by South African investors in response to market upheaval confirms what behavioural finance experts have known for some time: that the market extracts a steep behaviour tax from those who insist on switching in and out of funds in their portfolios. The latest Momentum Investments Sci-fi report suggests that your clients ‘lost’ R90 million in behaviour taxes in a single 12-month period. This ‘loss’ was further assessed based on four investor archetypes that the asset manager tracks.