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Global stocks: when bad is good
Why do risky assets like stocks sometimes respond positively to bad economic news? It feels intuitively wrong. After all, any indications...
Jun 26, 20222 min read


South African Investors Need to Fall Out of Love with Equities
South Africa’s equity market capitalisation equates to more than 200% of the country’s gross domestic product (GDP), the highest...
Jun 26, 20223 min read


Four investment myths, busted
There are many commonly held beliefs when it comes to investing. Not all of them are true. This is according to Tamryn Lamb, Allan Gray’s...
Jun 26, 20223 min read


SA equities| Rate cut today could trigger sentiment shift in ‘SA Inc.’ stocks
While today’s 25 basis point cut is unlikely to have a significant impact on the economy in the very short to medium term, it can play an...
Jun 26, 20221 min read


SARB acknowledges cyclical disinflation with rate cut
Implications for fixed income and equity portfolios. As had been widely anticipated by the market, the South African Reserve Bank (SARB)...
Jun 26, 20222 min read


Southern African Private Equity Investment reaches record highs
South African private equity exhibited a considerable increase in investment activity in 2018, with the value of new investments and...
Jun 26, 20223 min read


Investing to beat the markets
Achieving success as an investor in today’s market may feel like a gambler’s game. But, according to Maria Konnikova, renowned...
Jun 26, 20223 min read


Saving our way to prosperity - can SA learn from the world's ‘miracle’ economies?
There's no silver bullet to achieve elevated savings rates "Every ‘rich’ nation was ‘poor’ at some stage," explains Dr Adrian Saville,...
Jun 26, 20225 min read