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...
JANUARY 2022 | SA MARKET & PORTFOLIO COMMENTARY

JANUARY 2022 | SA MARKET & PORTFOLIO COMMENTARY

​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...
VIDEO: Q4 2021 ASSET ALLOCATION VIEWS

VIDEO: Q4 2021 ASSET ALLOCATION VIEWS

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...
WHAT LIES AHEAD FOR PLATINUM GROUP METAL COMPANIES

WHAT LIES AHEAD FOR PLATINUM GROUP METAL COMPANIES

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...