Author Archives: InvestSense

Binary thinking, What-Ifs and why it helps to disagree with yourself

We live in a world of complex problems. Each day we need to make decisions which affect our lives and those of…

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Dreaming of a Sovereign Wealth Fund

President Cyril Ramaphosa announced during his State of the Nation address in February 2020 that South Africa intends to establish a Sovereign…

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Coronavirus (COVID-19) – Investment decisions in times of stress

With Coronavirus causing turmoil in investment markets globally we have seen significant market moves across asset classes over the past week. With…

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Blue Sky Investing

As investors we are trained to be conservative (“there are no free lunches”), to expect less in future (“markets mean revert”) and…

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How rental property compares as an asset class

Buy-to-let or rental property plays an important part in many investors’ portfolios, but it is inherently complicated to evaluate the returns and…

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The Hardest Problem in Finance

An integral part of the financial adviser’s role is helping retired clients to draw a rising income from their investment portfolios. Most…

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Aim Low – a fresh look at inclusive economic growth for South Africa

Finance Minister Tito Mboweni has recently put forward a new economic growth plan for South Africa. It comes at a difficult time,…

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Prescribed Assets

“We are facing a situation where our developmental needs are enormous, and in a number of other places pension funding is utilised…

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Mind the gap: How Naspers is trying to close its valuation discount

Few people could have imagined that the largest company[1] in South Africa, a country largely built on the extraction and processing of…

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How do we overcome the ‘SA Inc’ hangover?

The fortunes of a broad number of counters on the JSE are closely tied to the health of the global economy. For…

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