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Weekly Insights

Understand how the investment pendulum swings

Investment markets are dynamic and can be compared to a swinging pendulum. Your portfolio valuation will continuously change from being undervalued to being overvalued. There …

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Weekly Insights

Will fundamentals conquer sentiment?

Investment markets are driven by two things. Sentiment is the driver that is unpredictable and can change very fast. Fundamentals is the driver that provides you with the true value over time. If we look at the past two years in the equity markets we can see that sentiment was the dominant force behind equity returns. Sentiment has two triggers: the first one is uncertainty, which has a very negative impact on the markets; and the other one is confirmation, which has a positive impact on markets.

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Weekly Insights

Is it even worth investing in equities any more?

Most of the money we manage for our clients is invested in unit trust funds. A unit trust fund is just the name given to a collection of financial items lumped together and managed by a dedicated person. So if you have money in a local equity unit trust fund, you actually own a number of shares in South African companies, and if you are invested in a money market unit trust, you own various types of cash instruments.

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Weekly Insights

The world is on repeat

It is unbelievable to think that we are four months into 2022 already. This has not been a good year for markets and there is …

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Weekly Insights

Commodity boom and timing the market

We have seen a volatile couple of days in the market as investors have re-calibrated their expectations of how aggressively the Federal Reserve will raise interest rates this year to stamp out inflation. It is a real cause for concern

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Weekly Insights

Feedback on first quarter of 2022

I think we are all feeling rather negative after the first quarter of 2022. The negativity around Covid has been replaced by the same sentiment …

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