RISKY BUSINESS

RISKY BUSINESS

This article was originally published in the May 2022 edition of MoneyMarketing. Most of the benefits a Discretionary Fund Manager (DFM) affords advisers are well known and well documented – from a dedicated investment team running clients’ investments through to the...
AN INTRODUCTION TO CRYPTOCURRENCY

AN INTRODUCTION TO CRYPTOCURRENCY

RISING FROM THE CRYPT: A brief case study into Cryptocurrency Throughout history there have been numerous financial bubbles typified by exuberance at their zenith. However,  invariably as the cycle has normalised, they have caused extreme angst and loss in their...
ASSET TV: THE INVESTMENT DEN

ASSET TV: THE INVESTMENT DEN

THE INVESTMENT DEN Head of Portfolio Management, Roeloff Horne, chats to AssetTV about his approach to funds that have an absolute return mindset, focusing on the Amplify SCI* Defensive Balanced Fund (managed by Matrix Fund Managers) and the NinetyOne Managed Fund....
INVESTMENT STRATEGY OVERVIEW: Q3 2021 / Q4 2021

INVESTMENT STRATEGY OVERVIEW: Q3 2021 / Q4 2021

Although this overview is aimed to communicate our asset class views and positioning, we cannot ignore the importance of the challenge and grief we all deal with at present due to the COVID-19 disease. The last quarter saw many market moving scenarios play out...
VIDEO: Q3 2021 ASSET ALLOCATION VIEWS

VIDEO: Q3 2021 ASSET ALLOCATION VIEWS

Head of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q3 2021 macroeconomic environment.         Download: Q3 2021 Asset Allocation Views The value of investments and the income from them may vary and you may...
INDEXATION SOLUTIONS

INDEXATION SOLUTIONS

Roeloff Horne (Head of Portfolio Management) and Gavin Betty (Non-Executive Director of MitonOptimal Holdings and Chair of the Investment Committee) discuss the two indexation Collective Investment Schemes we manage and offer the SA market. Their discussion covers...