Seeking sanity in an upside-down world

Seeking sanity in an upside-down world

We find ourselves in an environment in which there is more to be worried about than usual, including an escalation of the China-US trade war, fallout from a “no-deal” Brexit, and erratic or aggressive Fed policy decisions. Then, for good measure, we can add a dose of...
Towards an economic policy for South Africa

Towards an economic policy for South Africa

With dark clouds hanging over the South African economy, Finance Minister Tito Mboweni’s economic policy document offers a silver lining. It does not promise to be a fix-all. But it does offer concrete steps to stop the downward spiral of social instability, economic...
The risk of certainty

The risk of certainty

An unsophisticated forecaster uses statistics as a drunken man uses lamp-posts ― for support rather than for illumination. ― Andrew Lang, Poet Morgan Housel notes that, whether it be market movements or politics, “The market for unwavering, rock-solid opinions is...
Is it time to switch your RA?

Is it time to switch your RA?

It’s a well-established truth that constantly switching portfolios will harm your long-term investment outcomes. But what if your retirement annuity (RA) has underperformed for the past five or even ten years? Roanleigh Thambiran, Head of Business Development at...
Investors’ guide to the world of online gaming

Investors’ guide to the world of online gaming

Following on from the success of the film streaming business model, the meteoric rise of cloud-based video game streaming has breathed new life into the gaming industry, uncovering a wealth of opportunities for investors with a taste for tech. Increasingly...