Savings & Investments

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Flower children?

30 July 2004

(30.7.04) Alwyn van der Merwe, senior portfolio manager at OMAM says that the boom and bust era is gone, and the country is entering an economic environment which is remarkably similar to the environment in the 1960s.

Cowboys?

27 July 2004

(28.7.04) A great deal has been written in the press lately on the debate between strategic and tactical asset allocation.

Who got it right?

25 July 2004

(26.7.04) How many analysts do you think have an end of year rand forecast of 6 to the dollar plugged into their earnings model for resource stocks?

Absolutely rubbish

21 July 2004

(22.7.04) Today, we enter the debate on absolute return funds which are currently in vogue.

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

What’s that sound?

21 July 2004

Into Africa

14 July 2004

The importance of dividends…

14 July 2004

A difficult month

13 July 2004

Get logical

12 July 2004

Embrace it

08 July 2004

What real returns?

07 July 2004

The rand (6.7.04)

05 July 2004

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Retirement / Savings & Investments