Explore the Category

2017 global investment outlook updates

09 January 2017

“We believe financial markets will begin to recognize tailwinds to inflation going forward. Improved employment indicators, along with proposals in the United States for increased infrastructure spending and trade protectionism, support a rise in US inflation expectations in the medium term, in our view. Our outlook is most favorable for assets we view as having attractive relative valuations, such US Treasury Inflation-Protected Securities. Given what we have viewed as excessive developed-market government bond valuations, in particular those outside the United States, we favor cash as a way to remain moderately defensive and tactical in 2017.”

7 New Year’s resolutions for the long term investor

06 January 2017

Last year was a particularly trying one for investors. But while many of us look to the markets when it comes to achieving better investment outcomes, managing our own behaviour better often makes the biggest difference. Research has proven time and again that markets earn better returns than the average investor. The difference is due to investor behaviour that destroys value.

A fresh approach to investing in January

07 December 2016

“The world is going mad” and I agree, to some extent, that holds merit. Yes, 2016 started off with the looming Brexit vote, and boy did that surprise! Moving to more recent history, we’ve seen Mr “The Donald” Trump) win the US election, and that’s just on the global front. Closer to home, South Africa’s Lucky Packet has provided a script that even Hollywood couldn’t have conceived of. We have plenty of stories to share at the recently opened #SaxonwoldShebeen.

Should investors be concerned about short- and medium-term volatility and returns?

01 December 2016

South Africa multi-asset high equity portfolios attracted net annual inflows of R16.5 billion to the end of the third quarter of 2016. General equity portfolios recorded net annual inflows of R3.2 billion over a similar period. This is according to collective investment schemes (CIS) statistics for the quarter and year ending June 2016 released by the Association for Savings and Investment South Africa (ASISA). A senior policy adviser at ASISA, Sunette Mulder, says that most investors, and their advisers, have opted for a portfolio that offers similar returns to a general equity portfolio but with a more diversified risk profile to reduce volatility over the short and medium term.

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

View the Results