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Why you should invest in Africa – especially after the budget speech

08 March 2018 | Economy

The news flow from Africa typically focuses on the worst issues and incidents that occur on the continent. A foreigner following the news from South Africa over the last few years could not be blamed for thinking that the only game in town in the country is state capture and corruption. However, on the ground across the continent, growth is continuing, infrastructure is improving and business conditions are getting better. As investors who travel across the continent regularly we observe these trends first hand, but these are also clear from surveys and economic measures.

Concentration: A risk that requires an active solution

08 March 2018 | General

Concentration risk is the opposite of diversification, where your investments are concentrated in relatively few assets. When a portfolio is concentrated in relatively few assets, or one or two assets make up a disproportionately large chunk of your portfolio, it gives rise to concentration risk. This is an important aspect of investing that is often ignored in the active-passive debate.

Compelling outlook for emerging markets

07 March 2018 | General

One of the most notable impacts of the political change that has taken place in South Africa since December has been the recovery in investor sentiment. There has been a significant rise in foreign interest on the JSE.

Making each stock count – Q&A with Patrice Rassou

06 March 2018 | General

Patrice Rassou, head of Equities at SIM, was one of the panel speakers at the Glacier Investment Summit in Clarens on 28 February. Patrice is also the portfolio manager of the SIM Top Choice Equity Fund. In this Q&A he discusses the traits of this high-conviction fund. He answers some of the questions delegates had around high-conviction investing, such as, how many shares are enough?

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The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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