What do we do now? April 2025 The words destabilised and unbalanced inform our current view of the geopolitical, macroeconomic and investment landscape. The younger iteration of myself understood, from a purely theoretical perspective, the psychological and emotional anguish that comes with investing in global capital markets particularly during tumultuous geopolitical and...
Investment Lessons from a Terrible, Horrible, No Good, Very Bad Year
11 November 2020: In a speech marking the 40th anniversary of her accession, Queen Elizabeth said, “1992 is not a year on which I shall look back with undiluted pleasure. In the words of one of my more sympathetic correspondents, it has turned out to be an annus...
Investment Lessons from a Terrible, Horrible, No Good, Very Bad Year
2020 has reset the bar, with the world hammered by a deadly pandemic, communities ripped by police brutality, plunging global growth, the loss of hundreds of millions of jobs,... read more
A Realistic Perspective on South Africa’s Economic Reconstruction and Recovery Plan
CE Dr Adrian Saville talks economic recovery plan and its rely on a foundation of capacity to turn ideas into delivery.. read more
Trade Volumes Bounce Back and Fundamental Analysis in Long-term Investing
CIO Samantha Steyn talks about the ins and outs of fundamental analysis. read more
Altron Shares Rise On Earnings
Shares in technology group Altron soared as much as 20% on Thursday to their highest level in more than four years after reporting a rise in half-year earnings. read more
Masterclass on Sanctions
CE Dr Adrian Saville discusses the history, purpose and the different types of sanctions. read more
Economic Recovery Plan
CE Dr Adrian Saville discusses the economic recovery plan and the private sectors role. read more
CFA Society South Africa announces Agenda and Speakers for Virtual Conference.
CE Dr Adrian Saville will be speaking against the motion that “Investors should be shifting capital from abroad back to SA” at the CFA conference. read more
Not all Money Market Funds are Equal: Here’s how to choose
Money market funds offer a useful parking bay for investors’ cash allocations, allowing you to earn better returns than bank rates. read more
Not all Money Market Funds are Equal: Here’s how to choose
It’s dangerous to only rely on yield as the basis for comparison. Money market funds offer a useful parking bay for investors’ cash allocations, allowing you to earn better returns than bank rates with good liquidity. But when it comes to picking money market funds,...
Time is no longer on our side
Last month South Africans were shocked to learn of a 51% quarter-on-quarter gross domestic product (GDP) decline. Whether you cite this number, or use the annualised figure of a 17% decline in GDP between Q2 in 2020 and 2019, the fact remains that South Africa Inc is...
Eating a R1 million dinner
What if you knew that your weekly takeout meals could be worth an extra million rand in your retirement pot? read more