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Working to lead and shape the investments industry

Working to lead and shape the investments industry

04 July 2017

Working South Africans cannot retire comfortably – this is the reality our industry and our country is dealing with. The 2016 Alexander Forbes Member Watch™ Survey shows that only 6% of retirement fund members can retire at their current standard of living. This is a statistic we’re on a mission to change at Alexander Forbes Investments.

Returns in perspective

Returns in perspective

04 July 2017

The month ended on a fairly dramatic note after traders interpreted European Central Bank (ECB) President Mario Draghi’s innocuous comments, on the strengthening Eurozone economy, as signalling an approaching end to monetary policy stimulus. At the same monetary policy conference, statements by his Bank of England counterpart were also interpreted as talking up prospects of rate hikes. As a result global bonds sold-off, the euro and pound gained against the dollar and stocks also hit a wobble. But this does not appear to be a repeat of 2013’s ‘taper tantrum’ when markets sold-off sharply after then US Federal Reserve Chair Ben Bernanke suggested that stimulus could be pared back. While growth in Europe is indeed looking good, inflation remains very low – and is falling – and the ECB has no need to rush towards the exit.

Combining technology and human judgement is the most powerful investment tool of the future

Combining technology and human judgement is the most powerful investment tool of the future

04 July 2017

Coined in the wake of the 2016 United States presidential election, the buzzword “fake news” continues to be a source of frustration amongst politicians, media houses and big corporates alike. In the realm of investing, however, whether information is based on fact or fiction is less of a concern, as the real value exists in an investor’s ability to objectively read the market sentiment that this incessant ream of information is inciting.

The goose that lays the golden eggs – opportunities in quality smaller companies

The goose that lays the golden eggs – opportunities in quality smaller companies

04 July 2017

Contrarian value investing can be likened to sifting through a field of pebbles hoping to find that discarded nugget of gold. Sometimes you spend a long time looking and come up empty-handed, and sometimes the nuggets are plentiful. However, you can secure the richest pickings and save yourself all that effort if you find the goose that lays the golden eggs.

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

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Bitcoin – Mouth-watering prospect or eye-watering valuation?

Bitcoin – Mouth-watering prospect or eye-watering valuation?

29 June 2017
 Should you have bonds in your portfolio?

Should you have bonds in your portfolio?

29 June 2017
What is an investment’s internal rate of return?

What is an investment’s internal rate of return?

29 June 2017
Commodities and consumers hold the key

Commodities and consumers hold the key

27 June 2017
Managing risk in credit portfolios

Managing risk in credit portfolios

22 June 2017
Lessons learnt - seven ways PE managers can ride the current tough wave

Lessons learnt - seven ways PE managers can ride the current tough wave

21 June 2017
Is it still worth investing in bank shares?

Is it still worth investing in bank shares?

21 June 2017
‘With inflation falling and growth collapsing it is time to cut interest rates’

‘With inflation falling and growth collapsing it is time to cut interest rates’

21 June 2017