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Investing in shares is like investing in a farm

13 July 2015

Speaking at the 2015 Sanlam Benchmark Symposium, Kokkie Kooyman, head of Sanlam Investments Global, shared some timeless learnings from Warren Buffett’s 50 years of successful investing, and likened some of these to farming.

Putting current global goings-on in perspective

13 July 2015

There are three issues that have been weighing on the minds of investors lately; namely the Greek crisis, the collapse in the Chinese stock market and the looming first hike in US interest rates. But what does this really mean for investors and is the news as bad as all the hype suggests? According to Graham Tucker, Manager of the Old Mutual Balanced Fund at Old Mutual Investment Group, these issues need to be viewed in context and may actually produce further investment opportunities.

Investment managers must tackle customer interests, data analytics and cyber-risk, says KPMG report

13 July 2015

- Global regulatory focus has shifted from banking to the entire investment management and funds industry, not just to the largest firms, says KPMG - At the same time, investment managers have increasing opportunities for growth as policymakers seek to encourage private investment and greater long-term savings. - KPMG identifies three key areas that firms must prioritise: to be transparent and ensure nothing acts against customers’ interests; to develop good data architecture and data analytics; and to address cyber-risk.

Story of China is still intact despite market downturn

13 July 2015

About six months ago, I was asked about China’s market, which had been surging. At that time, I felt there could be a significant correction in what looked to be an ongoing bull market, but a short-term pullback wouldn’t be a big concern in terms of our long-term view on China. Since mid-June, China’s domestic stock market, as measured by the Shanghai Composite Index (A-share), has experienced a plunge of about 30%, while the Hong Kong Hang Seng Index (H-share) is down about 20% from its highs in May. The question now is how much further is there to go in this correction. While I can’t predict what will happen next given all the uncertainty we have right now in the markets, we at Templeton Emerging Markets Group believe that China’s market decline is likely nearing the capitulation point, and that the investment story in China still remains compelling long term.

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