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...
The year kicked off in familiar fashion as markets continued where they left off in 2021, but only for a little while. Any optimism for an uneventful 2022 was soon squashed as we saw the South African parliament building engulfed in flames, the protests in Kazakhstan...
Head of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q4 2021 macroeconomic environment. The value of investments and the income from them may vary and you may realise less than the sum invested. Past...
We comment and focus on the platinum mining sector on the Johannesburg Stock Exchange and in particular on Sibanye Stillwater. Despite Sibanye transforming itself from a high cost marginal gold producer into the largest Platinum Group Metal (PGM) producer globally...
After an extraordinary JSE All Share Index 12% positive year to date return and 41% bounce off the lows of the Covid-19 induced sell off, many investors are querying whether there is still an upside? Our starting point is to question whether there is any upside left...
