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A tale of two markets

Over the past quarter, many investors have been scratching their heads at the resurgence of the S&P 500, the JSE and other market indicators since the dramatic selloff just three months ago. This rally can largely be explained by near-zero interest rates provided by central banks, and by the significant fiscal stimulus supplied by governments in response to the Covid-19...

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Online gaming and investing

Investment Analyst Wessel Joubert talks to Radio702 about online gaming and investing. Cannon Asset Managers · Online gaming and investing

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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...

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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...

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JSE mining stocks

Investment Analyst Wessel Joubert talks to CNBC Africa about the best and worst performing mining stocks on the JSE. https://youtu.be/q5x918313Ck

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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...

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Take control of investment results

A focus on performance places too much emphasis on something that is out of your control: what the market will do next month, or next year. Ultimately, how markets perform over the short term is not as important as time itself when it comes to investment results....

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Hot stocks

CIO Samantha Steyn gives her stock picks on Radio702: AdaptIt, Stor-Age and Altron Cannon Asset Managers · Hot stocks

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The investment case for emerging markets?

Investment manager and author Mebane Faber recently argued for “investing entirely in emerging markets (EMs) for the long haul”, reasoning that the endemic features of these markets make a compelling case for the long run. To start, EMs are home to large and growing...

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