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SA investors feeling jaded

SA investors feeling jaded

12 December 2018

Feeling slightly jaded or disillusioned by your investment portfolio? You’re not alone. For the best part of five years, investors could be excused for thinking that they’ve been trapped in a Groundhog Day of horrible market conditions. While global markets have rallied, especially in the US, South African investors have sadly missed out.

Management of institutional assets – Are we ever going to get to an optimal state?

Management of institutional assets – Are we ever going to get to an optimal state?

11 December 2018

One would be forgiven for believing that institutional assets, such as life and retirement fund assets, ought to be invested with a long-term mindset in mind.

Ending on a sour note

Ending on a sour note

11 December 2018

Hopes of a pre-Christmas rally on global equity markets were dashed last week. The optimism around a thawing in US-China trade relations following the G20 Summit in Buenos Aires lasted barely a day before it became clear that there was widespread confusion over what exactly the two countries agreed to. US President Trump’s message that “I am a tariff man” then set the cat properly among the pigeons. A day later, markets tumbled on the news that a top executive at Chinese telecoms giant Huawei had been arrested for alleged sanctions-busting in its dealings with Iran, a move that added renewed strain in the relationship between China and the US.

A tough investing year behind us, what now?

A tough investing year behind us, what now?

10 December 2018

It has been an extremely challenging period in markets. Investors are disillusioned, while their portfolio managers have been humbled. A manager whose style maintains a bias toward the large-cap sector of the JSE likely suffered negative returns regardless of their selection decisions. Giants such as MTN, Aspen and Tiger Brands declined by over 40% during 2018, while a few other well-regarded names fell more than 30%. Naspers lost about a fifth of its value since the beginning of the year and even the ever popular property sector fell by a similar amount.

quick poll
Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer
2018 -  A time to remember why we remain invested

2018 - A time to remember why we remain invested

07 December 2018
Offshore trusts ‘not only for the super-rich’

Offshore trusts ‘not only for the super-rich’

06 December 2018
A good track record of providing safety nets

A good track record of providing safety nets

05 December 2018
ESG Investing: A Win-Win For Investors And The Planet

ESG Investing: A Win-Win For Investors And The Planet

05 December 2018
Offshore investment for Trusts made possible through newly listed PrivateClient Global Growth Portfolio

Offshore investment for Trusts made possible through newly listed PrivateClient Global Growth Portfolio

05 December 2018
The case for listed property in an index-tracking vehicle

The case for listed property in an index-tracking vehicle

04 December 2018
Global diversification: Are you doing it right?

Global diversification: Are you doing it right?

04 December 2018
Don’t give up yet

Don’t give up yet

03 December 2018