• Asset class returns - June

    09 July 2020
    Average unit trust asset class category returns to end June 2020
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  • A Long-Term Perspective on Asset Allocation

    07 July 2020
    Peter Brooke shares the strategic thinking that shapes the expected returns by asset class - using a five-year time horizon. SA bonds offering a real return of 5%.
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  • Fund manager, Arthur Karas, unpacks recent market activity with The Money Show’s Bruce Whitfield

    07 July 2020
    Arthur Karas discusses the latest factors moving markets driven by the resources sector with gold shares up on the JSE, with retailers and banks underperforming in comparison.
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  • SA supplementary budget and asset allocation

    30 June 2020
    Peter Brooke reflects on the recent local supplementary budget and asset allocation considerations; amidst challenges related to the fiscus in the wake of COVID-19.
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  • Investment anecdotes for SA

    24 June 2020
    Peter Brooke shares some insightful investment anecdotes for the South African economy in the wake of COVID-19 – related to testing and much needed liquidity into struggling businesses.
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  • Fund manager, Peter Brooke, unpacks recent market activity with The Money Show’s Bruce Whitfield

    17 June 2020
    Peter Brooke discusses the latest factors moving markets in broad based selling particularly for SA banks and retail sectors. Bidcorp providing insight on the cyclical nature of the food service in the wake of COVID-19.
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  • Derivative Investment Solutions

    17 June 2020
    Peter Brooke delves into derivatives on the back of a trade last week in creating investment solutions. It’s important to highlight derivatives as a useful tool that can protect portfolios and reduce risk exposure.
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  • The June equity market rally explained

    09 June 2020
    Peter Brooke explains the June equity market rally in a tough operating environment for business. As lockdowns are eased, the market can look forward to improvements in companies vulnerable to bankruptcy risks.
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  • May – A Fascinating Month for Local Investors

    02 June 2020
    Peter Brooke highlights SA bonds as a stand out winner with a 7% return. Looking forward, SA bonds offer exceptional value having increased the spread by 285 bps locally.
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  • Fund manager, Peter Brooke, unpacks recent market activity with The Money Show’s Bruce Whitfield

    02 June 2020
    Peter Brooke discusses the latest factors moving markets with relative strength coming through from the Rand with trading statements out from Standard Bank (down 5%) and Bidvest (down 5.8%) both reflecting a struggling local economy.
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  • Asset class returns - May

    01 June 2020
    Average unit trust asset class category returns to end May 2020
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  • Fund manager, Arthur Karas, unpacks recent market activity with The Money Show’s Bruce Whitfield

    26 May 2020
    Arthur Karas discusses the latest factors moving markets putting into context Tiger Brands and diminishing pricing power across the board. Results out of Netcare reflective of the adverse impact of the COVID-19 pandemic on hospitals.
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  • Management and investment returns

    19 May 2020
    Peter Brooke shares insights on company management and technology. COVID-19 has accelerated the transition from old to new economy, while the rush to growth shares has meant a compromise on value shares in portfolios.
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  • Asset class returns - April

    19 May 2020
    Average unit trust asset class category returns to end April 2020
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  • The Investment Advantages of Indices

    12 May 2020
    SA shows a surprisingly better earnings profile in a global context. Momentum driven by the makeup of the MSCI SA index - Naspers and precious metals performing well from high commodity prices and the weaker rand.
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