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...
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...
On bears, bulls and fallen felines
“This list bears eerie similarity to the features that characterised the Great Depression of the 1930s” - CE Dr Adrian Saville read more
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
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
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
Depression-type portfolios
CE Dr Adrian Saville talks to CNBC Africa about how to position your portfolio for a depression. read more
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...
Dangers of deflation
Listen to CE Dr Adrian Saville talking to Moneyweb Radio about the dangers of deflation read more
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...
Beyond the doomsday machine
CE Dr Adrian Saville on reimagining economic policies and practice in a post-Covid world read more
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
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...