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Is there any value left in value investing?

23 March 2018

Tom Mann, Portfolio Manager at Schroders, explains where to find pockets of value.

Treasury shows its ongoing commitment to Section 12J initiative

19 March 2018

Since the introduction of the Section 12J (S12J) tax incentive in 2009 various legislative amendments have resulted in a steady increase in investor participation. In the latest Budget S12J once again received focus and the Budget Review proposes making amendments to address some administrative and technical concerns.

Investor guide to successfully navigating situs taxes

14 March 2018

With the rand punching above its weight and the US dollar on the back foot, you may be ready to seize the opportunity to add offshore company shares to your investment portfolio. But failing to carefully consider the tax implications of these investments could have a severe impact on your estate and loved ones should the worst happen, warns Theunis Ehlers, Director at Citadel Fiduciary Propriety Limited.

The local fund management industry in numbers (part 2) : Investment teams, decision-making, co-investment and ownership

14 March 2018

Collective investment schemes (unit trusts) provide so many of us with access to some of the best investment minds in the business, but deciding which one to invest in is not an easy task. Not all of us have the privilege to interact and engage directly with the fund managers who make the investment decisions that ultimately drive the performance of these funds. Fortunately, Glacier Research conducts in-depth analyses of fund managers both locally and globally. We use our findings to support financial advisers to make better investment decisions for their clients. These findings are based on sound quantitative and qualitative research, and hopefully prevent them from simply basing fund selection on brand (which is often a proxy for the size of advertising budgets) or industry awards (purely awarding past performance, which as we all know, is not an indication of potential future performance). Glacier Research provides a pivotal differentiator for the Glacier platform and provides supporting financial advisers with meticulous investment insights-based, rigorous and disciplined research. In 2017, the team conducted 172 due diligence meetings with investment managers – coverage that not many manager research teams can match.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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