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Quick profit-taking can shield portfolios in choppy markets
Petri Redelinghuys from Herenya Capital Advisors unpacks how he navigates the fog of unreliable war-time information when making investment calls. Ia…
2 months, 3 weeks ago
[TOP STORY] Misconceptions about oil at $100/barrel
Manpreet Gill, CIO for Africa, Middle East and Europe at Standard Chartered Wealth Solutions explains the advantage now of holding hedges and the par…
2 months, 3 weeks ago
As US earnings season kicks off, guidance is key
Nick Kunze from Sanlam Private Wealth asks whether markets are adjusting to the war amid failing peace talks. Keith McLachlan of Element Investment M…
2 months, 3 weeks ago
[TOP STORY] Insights into SA’s asset management industry
Janina Slawski from Alexforbes weighs in on local equity returns and rand strength – a good story for local asset managers and investors over the pas…
3 months ago
US GDP takes a sharp tumble
US growth disappoints while inflation refuses to play along – Matete Thulare breaks down weak GDP and sticky PCE data still sitting well above target…
3 months ago
[TOP STORY] Purple Group enjoys six-month surge
CEO Charles Savage looks back over ‘operational leverage’, client growth and market resilience. ‘Each R1 spent now delivers R11 in revenue’.
3 months ago
Don’t expect a lower oil price any time soon
Oil holding firm – but no rush back to $60? Kea Nonyana from PrimeXBT unpacks the outlook, and whether markets simply grind higher from here. Purple …
3 months ago
[TOP STORY] Investing through the Iran conflict market volatility
Momentum Head of Asset Allocation Herman van Papendorp expects ‘earnings growth momentum might be slightly slower than pre-Iran, but it's still going…
3 months ago
Do director dealings matter?
Chantal Marx from FNB Wealth & Investments unpacks directors’ dealings and whether investors should place much weight on insider buying or selling. H…
3 months ago
[TOP STORY] Tailoring unrest insurance to industry risks in SA
Themba Sibiya from Sasria explains that the Wrap Cover change to highlight for clients is that the rates are now based on occupancy and the industry …
3 months ago