How do we overcome the 'SA Inc' hangover? The fortunes of a broad number of counters on the JSE are closely tied to the health of the global economy. For these companies (the likes of Richemont, Naspers and British American Tobacco) they can appear immune from [...]
For some time now most local and global asset class valuations have been trending towards their long-term averages from historical starting points which have been quite expensive. While this is a painful experience as asset classes de-rate, it is a necessary part of the investment journey and has been illustrated consistently over many investment cycles. Investors often call this 'mean reversion', simply meaning that cheap assets should go up in price, and expensive assets should go down in price.
It’s that time of the year again, where you can reduce your income tax bill by making an additional contribution to your retirement annuity as well as contribute to a tax-free investment. We have put this article together to help you understand what’s on offer if you want to invest some of your hard-earned money so that less lands up in the hands of the taxman. The tax year-end in February means that you need to act soon if you still want to maximise your tax savings for this year.
2018 - Paving the way for the 'new dawn' Thinking back to the start of 2018, there was a sense of optimism, positivity, and hope, largely because we had just seen the removal of Jacob Zuma and the appointment of Cyril Ramaphosa as president. However, despite this [...]
Why investors can miss Black Friday sales The recent Black Friday deals present an interesting perspective from which to view investor behaviour, and can help reinforce the traits we as investors need to demonstrate to ensure we remain on track with our longer term goals. The rationale [...]
Productivity Pixie Dust Technological innovation is increasing at rates faster than ever seen before, with major breakthroughs being made in fields ranging from health to transport and even home shopping. This technological progress is materially affecting both our individual lives and the global economy as a whole. Click [...]