Are we in a bubble and do all bubbles revert to their long term mean? Long term charts usually depict a roadmap more accurately as there is more data and thus there is less opportunity to manipulate a chart using … Continue reading →

Now is the time to invest offshore, but keep equity exposure low Rod Lowe I have enclosed below the long-term rand /US$ currency chart to depict why we are advising clients to exchange rands into US$ at the current ‘apparent’ … Continue reading →

An investment in unit trusts is one of the best methods for small investors to empower their financial future. Individuals who earn income through occupations not associated with the financial industry are known as small investors. Continue reading →

There are numerous advantages to having managed funds, especially for the small investor. One such benefit is the fact that with a fund manager, you get admission to numerous opportunities that the private financier would otherwise not have been able to access. Continue reading →

The Investec Value fund is the best performing unit trust over the last ten years with annualised returns of 30%. John Biccard, portfolio manager of Investec’s Value fund shares his views. The full article is available on our website (click … Continue reading →

In an article by Karl Leinberger of Coronation, he discusses the value of long term investing and conditioning our minds to resist temptation. The article is available under ‘fund manager comments’ on our website (click here). For your convenience, we … Continue reading →

In an article by Clyde Rossouw of Investec, it is suggested that the global economic recovery will result in better investment opportunities in developed markets (DM) rather  than in emerging markets (EM). For your convenience we have summarised this article … Continue reading →

Investors with insufficient growth assets in their retirement portfolios may find themselves desperately vulnerable later in retirement. In an article by Coronation, they discuss the important considerations that investors with income and growth needs should take into account to ensure … Continue reading →