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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 horribilis.” By gilded standards, it had been a horrible year for Britain’s royal family, with a fire at Windsor...

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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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Beyond the doomsday machine

Watch CE Dr Adrian Saville and Signal Risk director Ronak Gopaldas reimagine economic policies and practice in a post-Covid world. https://youtu.be/fLCMZwUL8J8

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The state of South Africa

CE Dr Adrian Saville and Signal Risk director Ronak Gopaldas discuss the future of SA’s economy and possible solutions. https://youtu.be/NrgNUZ3NoXQ

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Depression-style investing

CE Dr Adrian Saville talks to Lindsay Williams on the current state of the market and how to position your portfolio for a depression. Cannon Asset Managers · Depression-style investing

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Beyond the doomsday machine

The Covid-19 pandemic has laid bare many frailties in economies, government systems and business models; and exposed the costs of “progress” borne by society and the environment. Caught flat-footed, and wrestling to get a proper grip on a myriad complex and...

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Investing for Roubini’s Greater Depression

In September 2006, economics professor Nouriel Roubini warned an incredulous audience of fellow economists at the International Monetary Fund (IMF) that the US housing market was at risk of collapsing – an event that could ruin the global financial system. This was at...

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Dr Doom cannot be ignored

Nouriel Roubini, who predicted the US housing market crisis, expects a rebound after the pandemic to quickly collapse read more

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Lessons from my investment journey

Before I began working in the financial services industry, I understood very little of the jargon and terminology used, or how investing works. Fortunately, I have been privileged to become a part of the investment world, and I have learnt so much about better...

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