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Weekly Insights

We have to focus on the bigger picture and the future

We all know by now that different asset classes provide different benefits at different times. If we look at the accompanying graph, we can see …

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Weekly Insights

Results for the first quarter and looking at residential property

Looking back at the first three months of 2024, we see South African shares as well as shares listed in Hong Kong still trading in …

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Weekly Insights

How interest rates affect your investments

Most of us start our relationship with interest rates when we decide to take out a bond to buy property. When we go to our …

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Weekly Insights

From budgets to breakthroughs: South Africa’s fiscal outlook vs. Nvidia’s phenomenal 4th quarter

On Wednesday last week our minister of finance stood up and told us all about our national budget. It is a speech about how our …

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Weekly Insights

What is happening in the investment markets?

Things are returning to normal in our daily routines. We are back at the office, children are back at school, politicians are slinging mud and …

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Weekly Insights

Almost tax year end!

It is almost time to close off the 2024 tax year which will be on 29 February. Anything tax-related has to be finalized before that …

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Weekly Insights

How affordable is international travel?

When we talk about investments, we try to separate facts from emotion. We look at the returns, the risks, the opportunities and the valuations. We …

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Weekly Insights

One down, eleven to go.

We can almost say goodbye to January. It has been a smooth transition from 2023 into 2024 and it seems that nothing has changed. The …

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Weekly Insights

Will 2024 favour the cautious investor?

Quite often we see negative or at best lacklustre investment returns after a very good year, and good returns after a bad year. This scenario …

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Weekly Insights

2023 In Review

Except for China, most global equity markets closed 2023 in the green (MSCI World +24.4% for 2023). Despite the wars in Gaza and Ukraine, stocks …

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Weekly Insights

The highlight of 2023

If there was one area of the market you had to invest in during 2023, then it was the Magnificent 7 (M7). Stocks in the …

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Weekly Insights

The world is a board game

The world is a board game and we as normal citizens are not making the rules. As we have stated before, we cannot advise on …

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