Be a Better Investor

Focusing on out of favour shares 18.02.2019 17:12 ↓

John Biccard – manager – Investec Value Fund

‘There's a payoff to delayed gratification' 10.02.2019 16:10 ↓

Piet Viljoen, founder of RECM

Market commentator with Delphine Govender 03.02.2019 14:32 ↓

Delphine Govender – chief investment officer – Perpetua

Allan Gray on local equities vs bonds vs cash 27.01.2019 12:49 ↓

Mark Dunley-Owen, a portfolio manager at Allan Gray

The man famous for shorting Steinhoff provides 2019 insight 18.01.2019 18:40 ↓

Jean Pierre Verster – portfolio manager – Fairtree Capital

Investors favour Sygnia’s FANG Fund 03.12.2018 11:57 ↓

‘We wanted to give the investor the opportunity to invest in these kinds of companies, thus, both these funds were born’ – Sygnia Asset Management's Rian Brand

Volatility lingers but Ramaphoria on the rise 18.11.2018 15:46 ↓

‘If you take stock of the changes over the last almost 12 months they have been significant and the market does, of course, represent when those positive changes are made’: James Turp – Absa Asset Management

US economy speeding ahead but will it hit a wall by 2020? 12.11.2018 16:15 ↓

Hlelo Giyose of First Avenue Investments provides insight to America’s record-low unemployment, buoyant consumerism and its pursuit to bump China to second spot.

Is populism the new normal? 05.11.2018 18:28 ↓

Singapore-based Guy Shirtliff of Foord discusses how the rise of global populism will impact investment markets.

2018 - The year of political risk 25.10.2018 14:24 ↓

Jameel Ahmad - global head of currency strategy and market research - FXTM

Local market underperforms international markets 22.10.2018 14:51 ↓

This week’s discussion with Steven Nathan of 10X Investments includes carnage in the mid-cap sector, the benefits of investing in the top 60 and SA’s high investment fees.

A big bad bear market or a correction? 15.10.2018 21:57 ↓

‘I think what we’re seeing at the moment is unsettling for investors but it’s a very healthy correction, a very badly needed correction’ – Tony Bell, Vunani Fund Managers.

Don’t sneeze at the returns from cash 28.09.2018 14:45 ↓

But equity investment opportunities are on the horizon, says asset manager.

Trade wars favour emerging markets 20.07.2018 17:26 ↓

Alistair MacDonald - vice president and institutional portfolio manager - Franklin Templeton emerging markets

Sani2C: It’s not just about the ride 01.06.2018 15:33 ↓

Ryk van Niekerk and Farmer Glen Haw

Will hedge funds be a safe harbour in a possibly volatile year? Segment 01 06.02.2017 23:21 ↓

Murray Winckler, portfolio manager – Laurium Capital.

Trump: A loose cannon but the equity markets love him Segment 01 16.01.2017 20:02 ↓

SA assets, equities are starting to look interesting again and SA government bonds I’d venture are an interesting place to go: Adrian Saville.

Trump: A loose cannon but the equity markets love him Segment 01 15.01.2017 20:02 ↓

SA assets, equities are starting to look interesting again and SA government bonds I’d venture are an interesting place to go: Adrian Saville.

The impact of Brexit and Trump on the markets Segment 01 04.12.2016 16:24 ↓

We’re...just taking a step back and looking at underlying valuations and fundamentals of asset classes and companies - even more so than worrying about Trump or Brexit: Philipp Wörz, Portfolio Manager at PSG

We’re looking for 12% to 14% three-year returns from here Segment 01 21.11.2016 13:09 ↓

From a growth perspective, it seems we’re now into an upward-trending business cycle, which would be quite positive for equities going forward: Shoaib Vayej of Afena Capital.

Asset allocation is critical in our current economic climate Segment 01 02.11.2016 18:34 ↓

Grant shares his approach to asset allocation.

Contrarian investing in South Africa Segment 01 31.10.2016 14:23 ↓

RECM likes to buy assets cheaply and assets only really get cheap when sentiment turns negative.

Asset managers’ Naspers conundrum Segment 01 19.10.2016 17:38 ↓

There’s a lot more interest in underlying companies in the market: Delphine Govender – co-owner and CIO, Perpetua Investment Managers.

The SA market is not that bad, compared with global trends Segment 01 12.09.2016 14:45 ↓

‘You have to diversify your assets, regardless of what’s going on in this country’ – John Harman – Rosebank Wealth Group

‘Index investors will under-perform for quite a while’ — Kokkie Kooyman Segment 01 06.09.2016 17:07 ↓

What we’re trying to do - and this is what most investors should be doing when your environment is as uncertain as it is now - is buy quality.