I have a confession to make. I just can’t get myself worked up this Evergrande story. Some markets people are comparing this Chinese property developer to Lehman Brothers or Bear Stearns.1 But if we’re being honest here 99.9% of investors had never heard of...
In August we addressed four key questions raised by financial advisors and their clients: What are the alternatives to cash? How much should you invest offshore? Is it too late to invest in South African equities? Are we seeing a change in investment style leadership?1 The...
Could our current status quo be déjà vu? Have we been here before? The answer is no. Since the formation of our democracy, we have not seen violence, looting and riots of this nature. While it’s impossible to comprehend and rationalise what we are going through as families,...
It’s interesting how the value of the rand can influence our perception of the value of our country. A strong rand, when compared to the dollar, often makes us feel better about the state of affairs in South Africa. When the value of the rand climbs, so does our optimism...
It is hard to imagine that only a year ago, markets hit rock bottom and investors were worried about how the rest of 2020 would pan out. Across the globe, investors were faced with questions such as – will valuations decline even further? How and when will markets...
*This piece was originally distributed via Morningstar Inc in the United States. We believe it has interesting perspectives for S.A. advisers. Bitcoin investors have been on a wild ride lately. After dropping about 74% in 2018, the digital currency nearly...
The seeming disconnect between the performance of financial markets versus that of economies across the globe has left many investors scratching their heads. We often get asked how is it possible for financial markets to increase in value, but the economy is...