Blog Archives

Planners key to financial fitness

The goal is to create wealth by using money effectively, writes Lynette Dicey

Tagged with: , ,
Posted in In the Media, News

How you can influence your investment outcomes

While we cannot control or accurately predict market movements or macroeconomic factors, this does not mean we have no control of our own financial future. There are various decisions that we can make to ensure a more secure outlook for ourselves, even in the midst of the uncertainty.

Tagged with:
Posted in News, Press Room

How to approach your finances this festive season

We all have good intentions to make sound financial decisions, but the temptation to spend makes it difficult to commit – especially during the festive season.

Tagged with:
Posted in News, Press Room

Is cash king?

Given current market conditions, it is understandable that some investors would want to ‘take refuge’ in cash to ride out low equity returns – but is that a good strategy? The answer is more complicated than simply looking at recent returns.

Tagged with: , , ,
Posted in News, Press Room

Five principles to find the right investment manager

Five principles to find the right investment manager

Tagged with: ,
Posted in News, Press Room

How to prevent a financial hangover this festive season

If the festive season sends you into a panic and sees you mentally tallying up added expenses, such as gifts, getaways and groceries, you may need a financial strategy to help you cope.

Tagged with: , ,
Posted in News, Press Room

Where will you be when the music stops?

Since the global financial crisis of 2007-2008, most of the financial world has experienced a sustained period of generationally low interest rates as central banks have tried to inject growth into their economies

Tagged with: , ,
Posted in News, Press Room

Are we snookering ourselves with confirmation bias?

We have written regularly about investor behaviour, noting how emotions can be our worst enemy. Driven by fear and greed, many investors buy high and sell low and tend to invest based on past performance.

Tagged with: , ,
Posted in News, Press Room

The incredible shrinking ‘alpha’

As the fund universe increases, top quartile ‘alpha’ is decreasing due to greater performance convergence.

Tagged with: ,
Posted in News, Press Room

Are your investment goals, products and expectations suitably aligned?

Our investment goals depend on our personal priorities in life and there is no generic set of goals that applies to everyone, and no set timeline for achieving them.

Tagged with: , , ,
Posted in News, Press Room

The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.