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10X Investments: Why we’ve switched our global equity allocation

10X Investments: Why we’ve switched our global equity allocation

01 October 2024

Over the past decade, a South African investor would have done very well holding a broad, market cap-weighted global index tracker. In rand terms, the MSCI All Country World (ACWI) Index has returned around 14.5% per year since the August of 2014.

Is the Fed playing with fire?

Is the Fed playing with fire?

30 September 2024
How much longer will the bust in Chinese housing last?

How much longer will the bust in Chinese housing last?

27 September 2024
Hidden GEMs: Five factors pointing to an emerging market rebound

Hidden GEMs: Five factors pointing to an emerging market rebound

25 September 2024
quick poll
Question

Would you willingly give up your medical scheme membership under a fully implemented NHI?

Answer
JSE cannot maintain sustainable heights without renewed foreign investor sentiment

JSE cannot maintain sustainable heights without renewed foreign investor sentiment

25 September 2024
Multi-asset income funds are a winner, but make sure your intermediary isn’t ignoring the risks

Multi-asset income funds are a winner, but make sure your intermediary isn’t ignoring the risks

25 September 2024
The first cut is the deepest

The first cut is the deepest

25 September 2024
What drives a market’s promotion to emerging market status?

What drives a market’s promotion to emerging market status?

25 September 2024
Fund managers weigh in on offshore, onshore debate

Fund managers weigh in on offshore, onshore debate

25 September 2024
Lowering the anchor on inflation

Lowering the anchor on inflation

18 September 2024
Lesson on forecasting from SA’s 2024 elections and what this means for US market predictions

Lesson on forecasting from SA’s 2024 elections and what this means for US market predictions

17 September 2024
Beating the Default Paradox: Better Support for Members nearing Retirement

Beating the Default Paradox: Better Support for Members nearing Retirement

17 September 2024