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How unit trusts help reduce risk

01 June 2022 | Unit trusts

Diversification within the asset management industry can be applied on different levels and can take many forms within an investment solution. With close to R3 trillion invested in collective investment schemes in South Africa, investors are already taking advantage of the diversification benefit on offer by unit trusts.

The 007 of portfolio construction

01 June 2022 | General

It is impossible to imagine a world of fixed income portfolio construction without there being a wide range of bond ‘building blocks’ to choose from. The 2022 Glacier Life Investment Summit raised the importance of long duration government bonds as underlying components in life annuities before offering its mostly intermediary audience a useful ‘A to Z of Bonds’ refresher. The presentation, expertly delivered by Melanie Stockigt, a Portfolio Manager at Laurium Capital, shared some key principles of the bond product universe before delving into technical aspects of these popular financial instruments.

Diversification: Can you avoid putting all your eggs into one basket?

01 June 2022 | General

Between the ongoing war in Ukraine, increasing inflation, and an uptick in global COVID-19 cases, as well as talk about a possible worldwide recession, there are several factors that are making the world a very uncertain place for investors. How do you invest today when everything seems out of kilter? And, if another crisis comes along, can you invest now to be crisis ready?