Investments / General

Ashburton Investments’ views on the markets amid COVID-19 concerns

Don’t get out of the market when temperatures run high

Global markets are reeling from the largest declines in the prices of “risky” assets since the global financial crash of 2008. With trillions of rand in value being wiped off various listed equity valuations daily, pension funds and individual retail investors would naturally be worried about just how much money they could lose.

Value-turned-growth stocks – understanding the value cycle

Growth stocks have consistently outperformed value stocks for the past 12 consecutive years. Put another way, investors holding mostly growth stocks over this period have had significantly better outcomes than those holding mostly value stocks. How has this affected value investors?

Ashburton’s global fund manager identifies gems in the rubble

One of Ashburton Investment’s global fund managers has identified four stocks that have been aggressively sold off in the recent market rout but are now offering attractive valuations for long term investors.