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Investing offshore – debunking myths

04 November 2015 | General

Is it better to invest locally or offshore? Some South African investors believe that lower investment returns earned by investing offshore are a good reason to invest locally. However, if they analyse their South African investments after adjusting for inflation, tax and volatility, they might be very disappointed.

Should quality company growth be highly valued in today’s abnormal cycle?

04 November 2015 | General

Good businesses are more expensive than they have been in the past, but ironically far more valuable in today’s world. The reason for this is simple. In a world bereft of growth opportunities, growth is priced at a premium. Normal cycles produce an abundance of economic growth, which is good for the performance of average businesses. They also create opportunities for higher company earnings. However, this cycle is far from normal and requires differentiated thinking to achieve meaningful returns, not a reliance on what has worked in the past.

The AB InBev deal: an SAB investor’s view

03 November 2015 | General

The world’s No 1 beer company, AB InBev, has proposed a deal to acquire SABMiller, creating an enlarged No 1 player and further strengthening AB InBev’s dominance of the world’s beer profit pool. After several initial proposals AB InBev has now proposed a £44 deal in cash with a partial share alternative available for 41% of the SABMiller (SAB) shareholders.

etfSA.co.za monthly South African ETF, ETN and unit trust passive index tracking performance survey

03 November 2015 | ETF's (Exchange Traded Funds)

The Performance Survey for the period ended 30th October 2015, is attached. The Survey measures total investment returns for all 70 JSE listed ETFs/ETNs, and 24 index tracking unit trusts for periods of 3 months to 10 years.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

View the Results