Investments / General

Global investing in an era of national self-reliance

Many will be familiar with Maslow’s Hierarchy of Needs – the idea that humans are motivated by five categories of needs, with higher-order ones (such as self-esteem and entertainment) only emerging once more basic needs (like water, food, shelter, security and employment) are met.

Transnet’s recovery: Why institutional investors should be watching closely

Family offices prioritise resilient portfolios as policy risks intensify

Yes, you can buy at an all-time high

One of the oddities about reporting on equities and financial markets is the mainstream media’s obsession with daily price movements and new record price levels. Websites are always harping on about the top 10 daily gainers or losers, and editors cannot resist breaking out the champagne every time an index hits a new high. It seems silly in the context that an index of shares has to continually reach new highs to deliver on the asset class’ risk-return promise.