Category Archives: Fund manager’s comments

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 →

Start saving early – it gives you a massive advantage. In a recent article by Fred White (head of macro research and strategy, at Sanlam Investment Managers) he clearly illustrates the huge benefit of saving early in life. We have … Continue reading →

In a recent article from Coronation, they address an important issue of investing through “the cycle” i.e. the market’s ups and downs which are driven mostly by good and bad economic times. Markets are driven by emotion in the short-term … Continue reading →

The strength of the rand and currency volatility has been very topical over the past few months. Currency strength in SA is viewed as constraining growth and promoting joblessness.“Ironically, SA’s recovery has gathered momentum as the rand has appreciated over … Continue reading →

Everywhere we turn these days we hear and read that markets are risky and this is borne out by the abnormal volatility taking place in our own and global markets, which is lead by massive economic uncertainty. Hence investing in … Continue reading →

Coronation’s third quarter market outlook has recently been published and can be found on our website, www.investonline.co.za. We have summarised it below for your convenience. We rate Coronation as the top fundamental research asset manager and hence give their outlook … Continue reading →