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Debt, disease and dysfunction

Resolving the economic crisis in SA demands discipline, courage, conviction – and tough choices. There is no easy way out, but immediate policy reforms could be implemented to lift economic growth quickly, create jobs and boost industry competitiveness. While Finance Minister Tito Mboweni’s emergency budget laid bare the country’s grim fiscal situation, it failed to square up...

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Collaborate for success

CE Dr Adrian Saville, “the country [is] nearing a stage where the economic reality [will] call the politicians out”. read more

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Q32019 ReView

CE Dr Adrian Saville looks back over the past quarter and discusses whether or not now is the time to look onshore or offshore for future returns. https://youtu.be/OqgXEEij5zw

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Market gloom opens opportunities

The tough local environment is a challenge for most companies, and many local investors are feeling the pain after a somewhat demoralising third quarter. Despite a bumper start to the year for local markets, South Africa’s stop-start economic growth, and mixed signals...

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BA-DA-BOOM: the Machabeng Portfolio

We are proud to announce the release of our Machabeng portfolio. Machabeng, which means “international” in isiSotho, invests in good companies that “do good”. It offers a diversified portfolio of attractively priced companies listed on the New York Stock Exchange that...

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Know what you own

The proliferation of investment products and financial literature has been a boon for investors – and it has not. Never before have investors had more information about a wider array of investment options and about the state of the market. And yet, for all this, the...

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ETFs and capital markets

Exchange Traded Funds, more popularly known as ETFs, have undergone exponential growth over the past 20 years without any signs of slowing, irrevocably changing the way in which investors interact with the market. According to Ernst & Young’s Global ETF Survey...

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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...

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