Prescribed Assets
“We are facing a situation where our developmental needs are enormous, and in a number of other places pension funding is utilised…
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…
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…
The Importance of Being Wrong
Sir Alex Ferguson is widely regarded as the best football manager of all time. He was the manager of Manchester United from…
When Economics Meets Politics
Fund managers have historically taken little notice of potential political outcomes when building their investment portfolios and in our fund research, we…
New opportunities in China
China has been on the world’s investment radar for some time with its seemingly unstoppable GDP growth and increasingly important role in…
Artificial Intelligence… or Artificial Investing?
The fund management world has become a more crowded place of late, with the addition of a new breed of fund manager.…
Controlling the Controllables
Disappointing investment performance over the past few years has resulted in many investors starting to question the ability of the market to…
Paving the way for the ‘new dawn’
Thinking back to the start of 2018, there was a sense of optimism, positivity, and hope, largely because we had just seen…
Why investors can miss Black Friday sales
The recent Black Friday deals present an interesting perspective from which to view investor behaviour, and can help reinforce the traits we…
Productivity Pixie Dust
Technological innovation is increasing at rates faster than ever seen before, with major breakthroughs being made in fields ranging from health to…
Do we need to worry about Trade Wars?
One of the most common headlines in the world currently relates to the concept of ‘trade wars’. This has quickly become the…
The Impact of Culture on Investment Performance
Over the years of researching asset managers in South Africa and globally, there have been many cases of successful asset managers who…
The Next 100 Years: What is South Africa’s USP*?
*A “Unique Selling Proposition” Some investors may find it interesting to note that South Africa has been one of the globe’s best…
Implications of Land Reform for local investors
Investors and the public at large will note with some anxiety the prospect of ‘land expropriation without compensation’ as a targeted policy…
How do fund managers think?
A large part of our fund research work focusses on trying to understand how a fund manager thinks. While most businesses want…
The Cyril Effect
The political landscape in South Africa is changing by the day. As I write this, the State of the Nation Address has…
What to expect from investment markets in 2018
The start of a new year brings with it a fresh mindset with which to consider investment prospects for 2018. Over the…
Is the grass greener on the offshore side?
With local investor anxiety at persistently high levels for the past few years we have seen a steady flow of assets and…
Politics and Portfolio Positioning
In December, delegates will come together for the 54th ANC National Conference during which new officials will be elected to lead the…
Market Uncertainty & Volatility – Not New to South Africa
Considering the political and economic pressures facing the country at the moment, investors are understandably cautious to allocate aggressively to shares listed…
Adapting Living Annuity Drawdown rates in a low – return environment
After years of saving for retirement, investors and their financial advisers are faced with one of the most important retirement planning questions…
Retiring or withdrawing? Think carefully before sending us the form
After a lifetime of work retirement is often a welcome change of pace, but many people rush into a decision to retire…
Bitcoin: what to make of digital currencies
Bitcoins are just one of the over 900 new format currencies known as cryptocurrencies to have emerged over the past few years.…
Corospondent
The Coronation Fund Managers Personal Investments Quarterly – July 2017, Winter Edition.