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Cough up… Why your clients owe Treasury 7000 Big Macs, each

Cough up… Why your clients owe Treasury 7000 Big Macs, each

18 June 2021 | General

The growing disconnect between asset prices and personal incomes is testing fund managers’ resolve insofar sticking with their medium- to long-term asset allocation strategies. Jacques Plaut, a portfolio manager and equity analyst at Allan Gray, recently described the difficulty in remaining invested in the sweet spot of financial markets against a backdrop of investor exuberance and irrationality. By way of example, had you or your clients asked Google the leading question: ‘Should I invest in…’ early in 2021, the search engine would have auto-filled your query with suggestions like Bitcoin, Ripple and Ethereum more readily than equities like Amazon or Woolworths.

Stock Pick of the Week with Momentum Securities: 17 June - Biogen

Stock Pick of the Week with Momentum Securities: 17 June - Biogen

17 June 2021 | General

Momentum’s leading stockbroking division – Momentum Securities – will be bringing you their Stock Pick of the Week, each week on a Wednesday or Thursday.

Technology, healthcare and electrification: the offshore investing themes SA investors should capitalise on

Technology, healthcare and electrification: the offshore investing themes SA investors should capitalise on

17 June 2021 | General

Over the past five years investors have achieved about 5% greater annualised rand returns by investing in the FTSE All World Index than the FTSE JSE All Share index.

150-billion a year is a small price to pay for Africa’s youth to inherit the world

150-billion a year is a small price to pay for Africa’s youth to inherit the world

17 June 2021 | General

Investment in critical infrastructure is non-negotiable for Africa and South Africa to battle climate change and overcome social challenges such as inequality and poverty. “The sustainable allocation of investment capital to meet environmental and social needs will ensure that our children inherit a world that is worth inheriting,” said Nersan Naidoo, CEO of Sanlam Investments.

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Emerging markets are US$2.5-trillion short for UN sustainable goals

Emerging markets are US$2.5-trillion short for UN sustainable goals

17 June 2021 | General
FOMO and peer pressure: the challenges of building wealth in an unstable world

FOMO and peer pressure: the challenges of building wealth in an unstable world

15 June 2021 | General
The good news edition

The good news edition

15 June 2021 | General
A preservation ‘revival’ will supercharge South Africa’s retirement outcomes

A preservation ‘revival’ will supercharge South Africa’s retirement outcomes

14 June 2021 | General
Last chance for Section 12J investments by end June: what you need to know

Last chance for Section 12J investments by end June: what you need to know

14 June 2021 | General
Active investment managers more likely to outperform at the next market inflection point

Active investment managers more likely to outperform at the next market inflection point

14 June 2021 | General
Is this the end of big oil?

Is this the end of big oil?

11 June 2021 | General
27four Women – An Accelerator Managed by Women for Women in Fund Management

27four Women – An Accelerator Managed by Women for Women in Fund Management

10 June 2021 | General