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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, investors tend to focus on one metric only: yield. By implication, this oversimplistic comparison assumes that...

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Kick the tyres before you invest

The coronavirus pandemic, much like Black Monday in 1987 and the Global Financial Crisis in 2008, has presented a number of opportunities to buy stocks at seemingly “bargain” prices. But even if a stock seems like a steal, the infamous case of Hertz demonstrates the...

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No guarantees the V-shape will hold

MSCI All World Index constituents could see a 70% decline in earnings in 2020, while JSE-listed firms are expected to report a 30% decline in earnings. read more

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Ensure inevitable change is for the better

Though exclusion and inequality are entrenched and endemic, the coronavirus outbreak and lockdowns have laid bare social and economic issues world leaders cannot simply keep papering over. However, the transformation of our unequal societies is just one aspect of the...

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A better tomorrow

It is easy to become pessimistic in the face of the very real challenges. But history teaches us that periods of disruption and uncertainty go hand-in-hand with innovation. read more

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Buy businesses, not stocks

CIO Samantha Steyn talks investing in businesses as opposed to buying stocks as a strategy, citing Microsoft and Nestlé as examples. Cannon Asset Managers · Buy businesses, not stocks

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Economy in a death spiral

“We have run out of money. We must make hard decisions, now! We are in an exceptionally hard place” - CE Dr Adrian Saville listen up

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What wasn’t said in the budget speech

Finance Minister Tito Mboweni presented National Treasury’s Supplementary Budget to Parliament on Wednesday 24 June. The key takeaway from his speech was urgency: that the decisions taken today will determine whether we take a hard – and probably slow – road to...

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Buy businesses, not stocks

Looking back at the impressive track records of global leaders such as Microsoft and Nestlé, it’s tempting to daydream of travelling through time just to get in at the ground floor and share in the spoils of their meteoric rises. But a closer examination of each of...

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