Explore the Category

How women can invest to sustain their lifetime

24 August 2016 | General

Albert Einstein declared compound interest to be the eighth wonder of the world. “He who understands it, earns it … he who doesn’t … pays it,” the renowned physicist once said. With research showing that women live longer than men in developed and emerging economies, and that they are the most risk-averse group when it comes to investments, educating them on available options can be beneficial.

Smart Beta - Diffusing the Active vs Passive investment debate

22 August 2016 | General

Following an investment strategy that is low in cost, liquid, diversified and adds value over the longer term makes a lot of sense – this is called a Smart Beta strategy typically focusing on extracting the premium derived from the value and quality investment styles in the markets.

South Africa benefiting from emerging markets revival

22 August 2016 | Economy

Emerging market equities hit their highest level in a year after the world’s two most important central banks most recent monetary policy meetings pointed to interest rates remaining low. The MSCI Emerging Markets equity index has rallied 35% (in US dollars) from 21 January, when it hit the lowest level since the 2008 crisis, and has outperformed developed markets handsomely over this period. However, the index is still 15% below where it traded two years ago and 25% lower than its post-crisis peak in 2011. Since it is measured in US dollars, the strength of the greenback has been a big determinant of the poor performance over this period (with the commodity collapse and slower economic growth also contributing).

The tide recedes … and Alpha emerges?

22 August 2016 | General

As an industry, when we talk about alpha, we often use terms like “generate,” “produce,” and “create,” as if alpha were something that can arbitrarily be conjured at will. In our view, this language is misleading. Alpha is neither produced nor generated—it is captured. (Reminder: “Alpha” refers to the difference in return for an investment compared to a relevant benchmark. Higher alpha is preferred.)

quick poll

Question

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

View the Results