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...
Online gaming and investing
Investment Analyst Wessel Joubert talks to Radio702 about online gaming and investing. Cannon Asset Managers · Online gaming and investing
The story of a 45-year old investor who has R550,000 in their retirement annuity
What if your RA has underperformed for the past five or even 10 years? read more
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?
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...
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
Investors’ guide to the world of online gaming
The gaming industry is big business. Activision Blizzard (ATVI) and Nintendo offer investors well-established gaming franchises and strong prospects read more
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...
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....
Service delivery a bigger hurdle to the NHI than funding
CE Dr Adrian Saville, “It is not about the public sector delivering a public service – it’s about making funding available to a service that can deliver what’s... read more
Hot stocks
CIO Samantha Steyn gives her stock picks on Radio702: AdaptIt, Stor-Age and Altron Cannon Asset Managers · Hot stocks
A third of South Africans put food and groceries on their credit cards
Investment Analyst Yanga Nozibele, “For every R100 earned, the average person is spending R100.10” read more
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...