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Halftime break

13 July 2021

We’re halfway through the year, and global investors are reassessing some of the broad views that have held for the past six or seven months. In particular, we’ve seen long bond yields falling sharply. Taking the US as an example, since it has the most important bond market, its 10-year Treasury peaked at 1.7% in March but has since pulled back to 1.3%.

And that is why brokers get the benchmark thing wrong…

12 July 2021

Oh, how we yearn for simpler times when a benchmark (sic) was something we left on the porch veneer after dragging our recliner to better enjoy the late afternoon sun … and a skid-mark was something we left on the tarmac after abusing the handbrake in our then petrol-guzzling motor car. Alas, in the world of investing, these words have different meanings. A benchmark is ‘a standard against which the performance of an investment portfolio or investment manager can be measured’ while a skid-mark … well, that’s a private matter between you and your dry cleaners, often immediately following a stock market collapse!

Foreigners have been selling SA Bonds - but who is buying them?

09 July 2021

Foreign investors have almost constantly been selling South African Government Bonds (SAGB’s) over the past three and a half years, as the seriousness of the South African fiscal situation and resultant rising debt levels have become clearer.

Six steps to achieve your investment goals

09 July 2021

Investing is the foundation of a healthy financial life. Although we understand this intellectually, many of us struggle practically when it comes to putting money aside for that special something. Here are some useful tips to help you define your investment goals and to put strategies in place to achieve them.

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How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

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Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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