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Stay invested despite market uncertainties

27 January 2014

Investors are currently faced with a number of short-term uncertainties and the temptation to alter asset allocations to lock in profits and prevent capital losses is now higher than usual.

Despite high valuations, global equities remain the asset class of choice

27 January 2014

With South African equities trading at a hefty valuation of more than 18.5 times historical earnings, investors should continue to look offshore where prices are more attractive - and to improve diversification and take advantage of potential currency weakness.

Avoiding Analysis Paralysis in 2014

23 January 2014

In the realm of behavioral finance, there’s a concept called “analysis paralysis” that many investors succumb to. A daily deluge of data (often contradictory), news and investment advice can cause investors to sit frozen on the sidelines or leave the game completely. This paralysis causes many to miss out on opportunities, and even jeopardize future long-term goals. Portfolio Manager Michael Hasenstab believes that “doing nothing” is a big risk for investors in 2014. He offers his perspective on why it’s more important than ever to be nimble and unconstrained when seeking out potential opportunities—and to not let market noise lead to inertia.